Published | February 16, 2018

AI, Chatbots, and Intelligent Customer Management : Video Primers

Ai, Chatbot, Intelligent Customer Management

We unpack AI, Intelligent Customer Management, and Chatbots so you don't have to.

Interested in AI, Intelligent Customer Management, or Chatbots, but having a hard time unpacking what they all mean? Adam Edmonds, VP of Products at NexJ Systems, explains everything you need to know in this series of short videos.


AI and machine learning are hot topics in financial services these days but what are vendors really offering and how can they help your business? Watch as Adam Edmonds, describes the types of AI and machine learning we enable in our CRM and how they can help you improve your sales and service.


Artificial intelligence means different things to different people. At NexJ, we embed AI throughout our Intelligent Customer Management product suite to solve the problems faced by financial services companies and help them achieve their goals. What does that mean for Wealth Management?


Chatbots are transforming customer service but did you know they can also improve the user experience and drive productivity? Adam Edmonds, describes how NexJ is using chatbots and natural language processing to enable context-aware productivity improvements, provide virtual assistance for administrative tasks, and augment sales and service activities with intelligent recommendations.

Are there any other terms you’d like to learn about? Leave a comment below. We’d love to hear from you.

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Adam Edmonds

Author: Adam Edmonds

Vice President, Products

With almost 2 decades of experience developing customer management solutions in financial services and insurance, Adam Edmonds is responsible for establishing overall product vision and designing easy to use solutions that solve real market problems.

Adam is excited to share the lessons he has learned and his insights on where the industry is heading with readers of his blog. He encourages readers to join the discussion or reach out to him with their own insights, best practices, and solutions to industry challenges.

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