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Intelligent customer management: making your client-facing people smarter and faster

6th June 2018, New York City

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Venue: Butter


Intelligent customer management quickly enables banks and wealth management firms to work faster and smarter. But it goes deeper. It also enables you to progressively evolve toward machine learning and advanced AI to generate and operationalize greater, more reliable insights from your enterprise data.

Intelligent customer management begins by integrating any data source, whether internal or external, such as market data or industry news feeds, into a comprehensive customer view that is shared by all customer-facing users. It enables bankers and advisors to improve the customer experience, drive productivity, increase assets under management, and capture greater share of customer wallet. AI-powered cognitive services help increase their speed of work and quality of interactions.

Making your client-facing people more productive is good. But in today’s fast-moving and ultra-competitive marketplace, it’s not good enough. AI can make them smarter and faster. The question is how.

Join Meet the Boss, NexJ and a select group of your industry peers on this unique evening. We’ll be finding out how bringing together your relationship management, process management, and data management intelligence, augmented by AI, can help your users work better. And how continuously-learning decision models enable you to maximize assets under management… and share of wallet.


6:00 – 6:30 pm – Welcome Reception & Cocktails
6:30 – 6:40 pm – Introduction from Master of Ceremonies
6:40 – 7:00 pm – Keynote Speaker
7:00 – 9:00 pm – Three-course dinner complemented with table discussion points
9:00 – 9:30 pm – Wrap up and closing remarks from NexJ

Discussion Topics

  • How can you quickly leverage intelligence to work smarter and faster?
  • How do you use AI to make your people smarter and faster?
  • How do you manage data for AI initiatives?
  • How do you get next best action?

Keynote Speaker


Matthew Bogart, VP Marketing, NexJ Systems

Matthew Bogart is Vice President of Marketing at NexJ Systems and is recognized for his achievements in assisting businesses advance.

Matthew is responsible for directing the company’s lead generation, brand management, and awareness initiatives. He oversees corporate, product, and content marketing, as well as marketing operations. Prior to NexJ, Matthew was responsible for Marketing at Viigo (acquired by BlackBerry), Bioscrypt (acquired by L1 Identity Solutions), Triple G (acquired by GE) and Janna Systems (acquired by Siebel Systems).

About NexJ

NexJ Intelligent Customer Management enables financial advisors, bankers, and relationship managers to work smarter and faster to grow assets under management and increase share of wallet. In a market where vendors suddenly claim to have AI, NexJ continues to evolve its expert system, delivering intelligence in our products as we have always done. With NexJ, firms can immediately leverage intelligence to improve the customer experience, drive productivity, and increase assets under management / share of wallet. Firms further benefit from business process automation, data preprocessing, and machine learning as they evolve to advanced artificial intelligence to generate the higher quality insights that drive even more assets under management / share of wallet.

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New York City

New York City

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