Atrium and Snowflake’s Data-Driven Customer Acquisition solution empowers banks to integrate internal and third-party data, like Bloomberg, into a unified ecosystem. This enables relationship managers to gain a 360-degree customer view, automate prospecting, and improve close rates. A custom dashboard combining Bloomberg and CRM data increased productivity by 20% and saved eight hours weekly. The solution supports propensity-to-buy models, next best actions, and referral prioritization to boost sales and ROI. By embedding actionable insights in workflows, banks can personalize engagement, optimize campaigns, and drive growth through AI-powered intelligence.

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