Contact Us
Search
Close this search box.

Analytics Accelerators

A detailed look at our pre-built components to help you get the most value out of CRM Analytics and Tableau.

Interested in learning more?
Reach out to us to discuss your needs.
Contact Us
I'm Interested In
I'm Interested In
Accelerator Type
Accelerator Type
reduce client churn with snowflake zero copy salesforce data cloud AI

Reduce Client Churn with Predictive and Generative AI

Identify a client’s likelihood to churn and take action with a retention offer leveraging generative AI.

Learn MOre
tableau activity planning dashboard

Activity Planning: Who to Contact Next? (Tableau)

Set your activity plan by evaluating who in your portfolio should be contacted next.

Learn MOre
tableau activity tracking dashboard

Activity Tracking: Easily Identify Trends (Tableau)

View activites across a variety of dimensions and spot trends over time.

Learn MOre
New Customer Dashboard

Credit Union Scorecard Dashboard

Insight into new customers, deposit product pipeline, consumer lending, and partner referrals.

Learn MOre
Converted Partner Referrals Dashboard

Converted Partner Referrals Dashboard

Insight into team referrals, referrals that convert into opportunities, and more.

Learn MOre
Consumer Lending Dashboard

Consumer Lending Dashboard

Insight into team member, branch, region lending, and more.

Learn MOre
Load More

Ready to Talk?

Let's discuss your use case.

Contact Us

© Atrium. All Rights Reserved | Privacy Policy

Linkedin-in Facebook-f Twitter