#WinningWithPartners Success Story Helping the customer go from 'test and learn' to using Agentforce to accelerate banker Hours of banker time 4800 saved per year efficiency Challenge Minute reduction in A mid-sized, U.S.-based financial services customer lacked internal expertise around GenAI and relied on estimated preparation time 20 for company meetings manual, time-consuming tear sheets to engage with clients; interested in Agentforce, but uncertain where and how to begin. Solution Minute reduction in time 3-5 handling My Engagements Atrium started by running a "test and learn" phase to explore possibilities and demonstrate the technology. They then implemented Prompt Builder, allowing bankers to easily access all active engagement details for quick review. Atrium also developed a prompt template to gather essential engagement data and automatically Assumed weekly client generate detailed summaries in under 30 seconds. These summaries, which include all key information typically meetings (for which 10 found in a tear sheet, streamline the process and ensure data accuracy, saving bankers significant time and bankers need to prepare) effort. Assumed number of bankers handling meetings 30 “As AI experts at the forefront of Agentforce, we delivered a solution that saves bankers (58 weeks per year) thousands of hours a year in efficiency gains. It provides an intuitive experience for them to better understand their clients and nurture relationships." - Laura Koch, Financial Services Navigator Expert: Practices Lead, Atrium Einstein & Tableau Level 1 Specialist: Einstein | Prompt Builder Agentforce | Agent Builder Einstein Gen AI