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What is audius:Finance?
audius:Finance combines the extensive benefits of Microsoft Dynamics 365 with the distinct requirements of diverse financial service entities into a cohesive platform. Tailored for asset managers, investment product creators, insurers, and real estate experts, this solution allows for the customization of CRM systems through additional modules that cater to individual business models. By streamlining repetitive tasks such as client meetings, legal inquiries, and loss reporting, it significantly boosts operational efficiency. Our dedication to crafting personalized software solutions guarantees alignment with the latest operational and regulatory standards. With ideal add-ons for each function, your system remains flexible, scalable, and up-to-date. The pay-as-you-go model ensures you only incur costs for the features you actively use, making audius:Finance an economical choice designed specifically for the unique demands of financial service providers. Consequently, businesses can prioritize their essential operations while benefiting from a reliable support framework tailored to their specific industry needs. This innovative approach not only enhances productivity but also fosters growth by allowing firms to adapt swiftly to the ever-changing financial landscape.
What is C3 AI CRM?
The conventional, all-in-one CRM system is insufficient for addressing the intricacies of today’s marketplace and the demands of digital transformation initiatives. Introducing the next generation of AI-driven CRM solutions specifically designed for various industries, which deliver powerful predictive insights aimed at boosting the efficiency of sales, marketing, and service operations across multiple sectors. These insights, powered by artificial intelligence and seamlessly woven into industry-specific processes, enable your teams in sales, marketing, and service to achieve optimal performance. By focusing on high-value prospects identified through advanced AI algorithms, along with tailored sales tactics and pricing strategies, companies can refine their outreach efforts significantly. Furthermore, AI technology can identify customers at risk of leaving and propose effective retention strategies. In contrast to generic CRM and Customer Experience Management systems that often require lengthy implementation periods and yield minimal immediate financial benefits, C3 AI CRM offers ready-to-use applications customized for particular industries, equipped with specialized object models, AI techniques, workflows, and data integrations that cater to your unique business needs. This customized methodology not only speeds up the deployment process but also greatly increases the likelihood of sustainable success, ensuring that businesses can adapt and thrive in an ever-evolving landscape. As organizations prioritize agility and innovation, investing in such tailored solutions may be essential for maintaining a competitive edge.
Integrations Supported
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 Supported
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
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
audius
Company Location
Germany
Company Website
www.audius.de/en/software/industry-solutions/audius-finance
Company Facts
Organization Name
C3 AI
Company Location
United States
Company Website
c3.ai/products/c3-ai-crm/
Categories and 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
Categories and 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