Oceanviews AI
OceanViews AI unifies fragmented customer data across Salesforce, HubSpot, ServiceNow, and telecom platforms for financial services agencies, surfacing real-time cross-sell and upsell opportunities. The platform combines behavioral analytics with market trend correlation to reveal the "why" behind customer movements and automate outreach timing. It guarantees identification of $100k in missed revenue during pilot engagements or the pilot is free.
- Sales Technology
- Artificial Intelligence
- Data & Analytics
- Software Only
Funding
Funding not disclosed
Founders
Founder details are not available yet.
Product
Problem
Financial services agencies struggle with customer data fragmented across multiple platforms like Salesforce, HubSpot, ServiceNow, and telecom systems, making it nearly impossible to act quickly or with confidence on revenue opportunities. This fragmentation hides cross-sell and upsell signals, causing teams to miss revenue that competitors can capture first.
Solution
OceanViews AI unifies fragmented customer data across Salesforce, HubSpot, ServiceNow, and telecom platforms into a single view, uncovering real-time cross-sell and upsell opportunities. The platform uses predictive signals and behavioral data to determine exactly when and how to reach out, turning customer behavior into revenue-generating actions without guesswork. It provides context behind KPIs by combining behavioral data with real-time market trends, helping teams understand the "why" behind customer movements, drop-offs, and conversions. OceanViews also automates manual workflows and reduces ticket volume, enabling cross-team collaboration and faster response to high-intent signals.
Target Audience
Primary customers are financial services agencies including banks, mortgage lenders, credit unions, and insurance agencies that need to recover missed revenue from fragmented customer data.
Features
- Unified data integration across Salesforce, HubSpot, ServiceNow, and telecom platforms without adding stack complexity
- Real-time predictive signals that surface cross-sell and upsell opportunities with optimized outreach timing
- Behavioral analytics that track customer journeys from onboarding to retention, identifying friction points and drop-off locations
- Market trend correlation that combines customer behavior with economic news and regulatory compliance signals
- Revenue guarantee: $100k in missed revenue identified or the pilot is free
- Workflow automation that reduces ticket volume and manual processes across marketing and customer service teams