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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A traditional, all-encompassing CRM system is no longer adequate to meet the complexities of the modern market and the requirements of digital transformation efforts. Enter the next generation of industry-tailored AI CRM, which offers robust predictive insights designed to enhance the effectiveness of sales, marketing, and service across various sectors. These AI-driven insights, integrated into industry-specific workflows, empower your sales, marketing, and service teams to perform at their peak. By concentrating on high-value leads identified through specialized AI models, alongside the appropriate sales strategies and pricing, businesses can optimize their outreach efforts. Additionally, AI can help pinpoint customers who are at risk of churning and suggest strategies to retain them effectively. Unlike generic CRM and Customer Experience Management solutions that often take extensive time to implement and provide limited immediate economic returns, C3 AI CRM presents pre-built applications tailored to specific industries, complete with specialized object models, AI methodologies, workflows, and data connections to address your distinct business requirements. This tailored approach not only accelerates deployment but also enhances the potential for long-term success.

Description

audius:Finance integrates the broad advantages of Microsoft Dynamics 365 with the specialized needs of various financial service providers into a unified solution. This platform is suitable for asset managers, investment product developers, insurers, and real estate professionals, enabling them to customize their CRM systems with additional modules that suit their unique business models. It enhances the efficiency of recurring tasks such as customer meetings, legal inquiries, and reporting losses or damages. Our commitment to developing tailored software solutions ensures that we keep pace with the latest operational and legal standards. We provide the ideal add-ons for every function, allowing your system to remain adaptable, scalable, and current. You only pay for what you actively utilize, making audius:Finance a cost-effective solution designed to facilitate the specific operational needs of financial service providers. This way, businesses can focus on their core activities while relying on a robust support system tailored to their industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Document Cloud
Adobe Experience Cloud
Amazon Web Services (AWS)
Azure Marketplace
Google Cloud Platform
HPE Consumption Analytics
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365

Integrations

Adobe Document Cloud
Adobe Experience Cloud
Amazon Web Services (AWS)
Azure Marketplace
Google Cloud Platform
HPE Consumption Analytics
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

C3 AI

Country

United States

Website

c3.ai/products/c3-ai-crm/

Vendor Details

Company Name

audius

Country

Germany

Website

www.audius.de/en/software/industry-solutions/audius-finance

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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