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According to Gartner, Inc., “Wealth management firms’ CIOs who can drive the systematic and coordinated usage of social media will better understand their clients’ needs and deepen their firms’ relationships with those clients.”*

In both social and digital engagement, content is currency. Engaging customers with the right content can transform your advisors and bankers from mere vendors to trusted partners. Currently, front office workers must choose from all purpose, cookie-cutter content or spend valuable time searching for more tailored content. In financial services, the challenge is even greater, as restrictive regulations make the task next to impossible. The result? Many advisors and bankers just give up.

Join Adam Edmonds of NexJ Systems to learn how you can make it easy for your bankers and advisors to improve their social brand and build customer loyalty by:

  • Leveraging Artificial Intelligence to recommend the right content
  • Automatically ensuring that content is compliant
  • Engaging clients by sending targeted content
  • Quickly posting personalized content to social networks

*Wealth Managers Must Use Social Media More Effectively or Lose Clients
-Chuck Thomas, Gartner, Inc., November 14, 2016.

Webinar Speakers

Adam Edmonds

Vice President of Products, NexJ Systems

With over 15 years 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. Mr. Edmonds brings years of experience in product design, engineering and strategy, and is responsible for innovating NexJ product offerings.

Previously, Mr. Edmonds was a Senior Director, Product Management for Oracle CRM OnDemand and Siebel CRM for Financial Services where he owned many areas including SaaS Operations, Analytics, UI standards, security and visibility for financial services, and commercial banking solutions. Previous to Oracle, Adam worked as a Senior Product Manager for Janna Systems and, Director of Engineering for UI framework for Corel Corporation.

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