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CoPilot for Finance by Oceanviews AI

by Dillon Digitals LLC

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Automate financial workflows and unlock hidden revenue with AI-powered consumer insights.

CoPilot for Finance by Oceanviews AI helps finance professionals uncover hidden revenue from existing customers. Powered by AI and real-time data, the platform surfaces upsell, cross-sell, and retention opportunities—so you know exactly who to target and when. No manual reporting. No guesswork.

Whether you manage customer portfolios, analyze revenue performance, or oversee financial strategy, CoPilot for Finance delivers timely insights directly inside Microsoft Copilot and Dynamics 365—streamlining your decision-making.


Popular Use Cases:

  • A financial analyst identifies customers ready for a premium product based on behavior and balance patterns.

  • A revenue manager uses predictive insights to launch offers that increase product adoption and customer lifetime value.

  • A retention specialist gets alerts on churn risk and automates outreach before revenue is lost.

  • A VP of Finance forecasts revenue impact from upsell campaigns and reallocates resources in real time.

  • A strategic planner uncovers underutilized customer segments and builds data-backed expansion plans.

At a glance

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