Oceanviews.ai: Unlocking Revenue Growth Through Unified Customer Intelligence

Oceanviews.ai is a cloud-based, AI-powered platform engineered for financial services and related industries to transform fragmented customer data into actionable revenue insights. By seamlessly integrating with tools like Salesforce, HubSpot, ServiceNow, and telecom platforms—and combining internal data with external sources such as Google Trends and News APIs—it delivers real-time signals, predictive analytics, and personalized recommendations to drive cross-sell and upsell opportunities. Designed with no-code simplicity, it empowers marketing, sales, and customer service teams to make smarter decisions without needing a data science background, reducing manual workflows and accelerating time-to-insight. With a dedicated account manager guiding users from setup to ROI, and a structured 90-day program featuring live strategy sessions and one-on-one implementation support, Oceanviews.ai ensures rapid adoption and measurable business impact.

Key Features:

• Unified Customer Data Integration: Connects Salesforce, HubSpot, ServiceNow, DocuSign, Oracle, and telecom platforms into a single customer view.
• Real-Time Signals: Identifies immediate cross-sell and upsell opportunities based on live customer behavior.
• Predictive Analytics & Forecasting: Anticipates customer upgrade timing and future trends using AI, enhanced by real-time market context like economic shifts and seasonal demand.
• External Data Enrichment: Integrates internal customer data with external sources including Google Trends and News APIs for deeper insights.
• No-Code Data Visualization: Enables intuitive, visual analysis of customer journeys without technical expertise.
• Personalized Offers Engine: Generates data-driven recommendations for tailored customer experiences.
• Automated Workflow Reduction: Minimizes manual processes and decreases ticket volume, boosting team efficiency.
• Industry-Specific Solutions: Customized for financial services, lenders, and credit unions to improve deposit growth, retention, and lead conversion.
• Dedicated Account Management: Provides end-to-end support from onboarding through execution and ROI realization.
• Structured Onboarding Program: Includes three live group strategy sessions with founder Dillon Moses and three 1:1 implementation sessions with an account manager.
• Flexible Access Options: 90-day program with early bird pricing of $4,997 (limited to 50 seats, 5 per company), regular price at $9,997; extended access available post-program.

Pricing: Oceanviews.ai offers a 90-day program with early bird pricing at $4,997 (ending November 30, 2024) and regular price at $9,997. Payment plans and group discounts are available. Extended access options are provided after the program ends, making it a flexible subscription-style investment.

Conclusion: Oceanviews.ai is a transformative, no-code AI platform that turns scattered customer data into intelligent, revenue-boosting actions—ideal for financial services leaders and teams seeking faster, smarter growth with minimal technical overhead.