Solution
Atrium’s Digital Banking Agent Powered by Tableau Next
Still making customers wait for answers about their spending or account activity? Manual case creation and long call center queues don’t cut it anymore. Modern digital banking needs smarter, faster, always-on support.
Atrium’s Digital Banking Agent blends Tableau’s powerful data visualizations with the intelligent workflows of Agentforce to deliver real-time, personalized support right inside your online banking portal. From suspicious charges to spending insights, customers can get immediate, context-aware answers — no phone call required.
This is next-level banking support: intuitive, trusted, and always available.
Humans + AI Agents
Transform every service interaction into a meaningful experience.
Real-Time Account Insights
Customers can explore spending trends and anomalies instantly with dynamic Tableau visualizations, directly within the agent chat interface.
Context-Aware Conversations
Questions like “Why did my spending go up last month?” get clear, visual answers (not generic lists) thanks to Tableau semantics and intelligent interpretation.
Automated Dispute Workflows
The agent reviews history, checks prior transactions, and initiates case creation only when needed, preventing false claims while speeding up real ones.
Instant, Trusted Support
Available 24/7, the agent handles routine inquiries, initiates backend flows, and follows up via email with full transcripts, analytics, and next steps.
Ready for Real Results?
Reach out to our team—dedicated to the metrics that matter most. We’re here to help you adapt and grow.