AI CRM Designed for Financial Services

November 18, 2020 | 9:00 am PST

A general-purpose system-of-record CRM is no longer sufficient to address the dynamics of today’s market and the mandates of digital transformation.

Banks and financial services companies require a CRM that has been purpose-built for their industry, and can help them quickly grow pipeline, accelerate revenues, and increase customer lifetime value.

Join Microsoft, Adobe, and C3 AI to learn about the exciting possibilities of C3 AI CRM powered by Microsoft Dynamics 365 and fully integrated with Adobe marketing automation solutions. It is the only AI-first CRM built for banking, wealth management, asset management, and insurance. During this livestream event, you will learn how C3 AI CRM for Financial Services:

  • Leverages financial services data models and data connectors
  • Creates powerful new predictive insights by unifying data from a broad set of enterprise and extraprise sources
  • Applies AI for predictive revenue forecasting, customer churn management, next best offer, price optimization, and other important use cases
  • Enables financial services workflows within Microsoft Dynamics 365 and Adobe Experience Cloud

You will see examples of how banks are using C3 AI CRM to reduce customer churn, improve customer service, and manage risk.


  • Joe Egan, Director of Ecosystem Business Application Solutions, Microsoft
  • Christopher Young, Director, Financial Services Industry Strategy, Adobe
  • Houman Behzadi, President and Chief Product Officer, C3 AI
  • Udit Garg, Sr. Director Products, C3 AI

Register to Watch

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