---
title: "AI, Chatbots, and Intelligent Customer Management : Video Primers"
description: 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 in these series of short vid
image: https://resource.nexj.com/hubfs/AI-Primer-Resized-768x367.png
---

[![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.png?width=140&name=nexj-white-blue.png "nexj-white-blue")](https://www.nexj.com)

[Back to Corporate Website](https://www.nexj.com/)

[TOPIC // Corporate Banking](https://resource.nexj.com/blog/tag/corporate-banking)

# AI, Chatbots, and Intelligent Customer Management : Video Primers

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers&title=AI,%20Chatbots,%20and%20Intelligent%20Customer%20Management%20:%20Video%20Primers&description=Interested%20in%20AI,%20Intelligent%20Customer%20Management,%20or%20Chatbots,%20but%20having%20a%20hard%20time%20unpacking%20what%20they%20all%20mean?%20Adam%20Edmonds,%20VP%20of%20Products%20at%20NexJ%20Systems,%20explains%20in%20these%20series%20of%20short%20vid>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers&text=AI,%20Chatbots,%20and%20Intelligent%20Customer%20Management%20:%20Video%20Primers%20-%20https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers&title=AI,%20Chatbots,%20and%20Intelligent%20Customer%20Management%20:%20Video%20Primers&summary=Interested%20in%20AI,%20Intelligent%20Customer%20Management,%20or%20Chatbots,%20but%20having%20a%20hard%20time%20unpacking%20what%20they%20all%20mean?%20Adam%20Edmonds,%20VP%20of%20Products%20at%20NexJ%20Systems,%20explains%20in%20these%20series%20of%20short%20vid>

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.

**Tags:** [Corporate Banking](https://resource.nexj.com/blog/tag/corporate-banking), [Commercial Banking](https://resource.nexj.com/blog/tag/commercial-banking), [Capital Markets](https://resource.nexj.com/blog/tag/capital-markets), [Wealth Management](https://resource.nexj.com/blog/tag/wealth-management), [Private Banking](https://resource.nexj.com/blog/tag/private-banking)

Share:

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers&title=AI,%20Chatbots,%20and%20Intelligent%20Customer%20Management%20:%20Video%20Primers&description=Interested%20in%20AI,%20Intelligent%20Customer%20Management,%20or%20Chatbots,%20but%20having%20a%20hard%20time%20unpacking%20what%20they%20all%20mean?%20Adam%20Edmonds,%20VP%20of%20Products%20at%20NexJ%20Systems,%20explains%20in%20these%20series%20of%20short%20vid>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers&text=AI,%20Chatbots,%20and%20Intelligent%20Customer%20Management%20:%20Video%20Primers%20-%20https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers&title=AI,%20Chatbots,%20and%20Intelligent%20Customer%20Management%20:%20Video%20Primers&summary=Interested%20in%20AI,%20Intelligent%20Customer%20Management,%20or%20Chatbots,%20but%20having%20a%20hard%20time%20unpacking%20what%20they%20all%20mean?%20Adam%20Edmonds,%20VP%20of%20Products%20at%20NexJ%20Systems,%20explains%20in%20these%20series%20of%20short%20vid>

 PREVIOUS POST  
[Quantitative or Qualitative - What Are Your User Adoption Results?](https://resource.nexj.com/blog/2018/02/12/quantitative-or-qualitative-what-are-your-user-adoption-results)

[![](https://cdn2.hubspot.net/hubfs/5152923/Creative_Theme/image/chevron.png)](https://resource.nexj.com/blog)

 Next Post  
[Thoughts from Digital Integration in Wealth Management 2018](https://resource.nexj.com/blog/2018/02/26/thoughts-from-digital-integration-in-wealth-management-2018)

Content Title

Description

### Don't Miss Out Subscribe Today!

### Search Our Blog

### Categories

- [Advisors (15)](https://resource.nexj.com/blog/tag/advisors)
- [Artificial Intelligence (40)](https://resource.nexj.com/blog/tag/artificial-intelligence)
- [Capital Markets (54)](https://resource.nexj.com/blog/tag/capital-markets)
- [client engagement (3)](https://resource.nexj.com/blog/tag/client-engagement)
- [client lifecycle management (1)](https://resource.nexj.com/blog/tag/client-lifecycle-management)
- [client-focused reforms (1)](https://resource.nexj.com/blog/tag/client-focused-reforms)
- [clm (1)](https://resource.nexj.com/blog/tag/clm)
- [Commercial Banking (62)](https://resource.nexj.com/blog/tag/commercial-banking)
- [Company News (3)](https://resource.nexj.com/blog/tag/company-news)
- [Corporate Banking (65)](https://resource.nexj.com/blog/tag/corporate-banking)
- [CRM (33)](https://resource.nexj.com/blog/tag/crm)
- [Financial Services (1)](https://resource.nexj.com/blog/tag/financial-services)
- [Gartner (1)](https://resource.nexj.com/blog/tag/gartner)
- [IAD (11)](https://resource.nexj.com/blog/tag/iad)
- [IBM (2)](https://resource.nexj.com/blog/tag/ibm)
- [Increase Customer Loyalty (4)](https://resource.nexj.com/blog/tag/increase-customer-loyalty)
- [Insurance (24)](https://resource.nexj.com/blog/tag/insurance)
- [integrated advisor desktop (1)](https://resource.nexj.com/blog/tag/integrated-advisor-desktop)
- [integration (3)](https://resource.nexj.com/blog/tag/integration)
- [Optimize Processes (35)](https://resource.nexj.com/blog/tag/optimize-processes)
- [Private Banking (60)](https://resource.nexj.com/blog/tag/private-banking)
- [Retain Top Talent (1)](https://resource.nexj.com/blog/tag/retain-top-talent)
- [robo-advisors (1)](https://resource.nexj.com/blog/tag/robo-advisors)
- [Salesforce (1)](https://resource.nexj.com/blog/tag/salesforce)
- [User Adoption (14)](https://resource.nexj.com/blog/tag/user-adoption)
- [vertical cloud (2)](https://resource.nexj.com/blog/tag/vertical-cloud)
- [Wealth Management (118)](https://resource.nexj.com/blog/tag/wealth-management)

See all

### Popular Posts

[The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard](https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard)

[NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Mar 25, 2022

[How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions)

[NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Jan 27, 2020

[Servicing the Client Across Their Journey](https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey)

[Adam Edmonds](https://resource.nexj.com/blog/author/adam-edmonds) - Mar 14, 2017

## Related Posts

<https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers&title=How%20Your%20CRM%20Manages%20Relationship%20Hierarchy%20Can%20Define%20How%20Well%20You%20Know%20Your%20Customers&description=Everyone%20in%20the%20corporate%20and%20investment%20banking%20space%20understands%20that%20the%20right%20CRM%20solution%20can%20help%20with%20everything%20from%20increasing%20lead%20conversion%20and%20personalizing%20customer%20journeys%20to%20improving%20customer%20experiences%20and,%20ultimately,%20boosting%20sales.%20And%20yet,%20even%20though%20your%20CRM%20may%20claim%20to%20give%20you%20a%20better%20understanding%20of%20your%20customer,%20there%20are%20two%20words%20that%20make%20all%20the%20difference%20to%20how%20effectively%20software%20does%20this:%20relationship%20hierarchy.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers&text=How%20Your%20CRM%20Manages%20Relationship%20Hierarchy%20Can%20Define%20How%20Well%20You%20Know%20Your%20Customers%20-%20https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers&title=How%20Your%20CRM%20Manages%20Relationship%20Hierarchy%20Can%20Define%20How%20Well%20You%20Know%20Your%20Customers&summary=Everyone%20in%20the%20corporate%20and%20investment%20banking%20space%20understands%20that%20the%20right%20CRM%20solution%20can%20help%20with%20everything%20from%20increasing%20lead%20conversion%20and%20personalizing%20customer%20journeys%20to%20improving%20customer%20experiences%20and,%20ultimately,%20boosting%20sales.%20And%20yet,%20even%20though%20your%20CRM%20may%20claim%20to%20give%20you%20a%20better%20understanding%20of%20your%20customer,%20there%20are%20two%20words%20that%20make%20all%20the%20difference%20to%20how%20effectively%20software%20does%20this:%20relationship%20hierarchy.>

## [How Your CRM Manages Relationship Hierarchy Can Define How Well You Know Your Customers](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

## Don't capsize your client relationships with poor info!

Trying to tell corporate and investment bankers about the importance of understanding their customers is a lot like listing the benefits of butter to a pastry chef. They get it. They know it really, really well. And yet, considering we are in the business of Customer Relationship Management, I sometimes can’t help but question what this means.

[Read Post](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

<https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice&title=Here’s%20How%20Leveraging%20Client%20Information%20Can%20Help%20You%20Become%20The%20Banker%20of%20Choice&description=More%20and%20more%20corporate%20and%20institutional%20banks%20are%20using%20data-driven%20engagement%20strategies%20to%20become%20the%20Banker%20of%20Choice%20for%20their%20clients.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice&text=Here’s%20How%20Leveraging%20Client%20Information%20Can%20Help%20You%20Become%20The%20Banker%20of%20Choice%20-%20https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice&title=Here’s%20How%20Leveraging%20Client%20Information%20Can%20Help%20You%20Become%20The%20Banker%20of%20Choice&summary=More%20and%20more%20corporate%20and%20institutional%20banks%20are%20using%20data-driven%20engagement%20strategies%20to%20become%20the%20Banker%20of%20Choice%20for%20their%20clients.>

## [Here’s How Leveraging Client Information Can Help You Become The Banker of Choice](https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice)

**Innovation and a global approach**

[Read Post](https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice)

<https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off&title=When%20It%20Comes%20To%20CRM,%20User%20Adoption%20Is%20Always%20A%20Challenge.%20Here's%20How%20One%20Of%20Our%20Biggest%20Clients%20Pulled%20It%20Off&description=User%20Adoption%20Is%20Always%20A%20Challenge.%20You%20may%20have%20the%20best%20possible%20CRM%20solution%20on%20the%20market,%20a%20deep%20vertical%20award-winning%20software%20geared%20to%20meet%20your%20every%20need.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off&text=When%20It%20Comes%20To%20CRM,%20User%20Adoption%20Is%20Always%20A%20Challenge.%20Here's%20How%20One%20Of%20Our%20Biggest%20Clients%20Pulled%20It%20Off%20-%20https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off&title=When%20It%20Comes%20To%20CRM,%20User%20Adoption%20Is%20Always%20A%20Challenge.%20Here's%20How%20One%20Of%20Our%20Biggest%20Clients%20Pulled%20It%20Off&summary=User%20Adoption%20Is%20Always%20A%20Challenge.%20You%20may%20have%20the%20best%20possible%20CRM%20solution%20on%20the%20market,%20a%20deep%20vertical%20award-winning%20software%20geared%20to%20meet%20your%20every%20need.>

## [When It Comes To CRM, User Adoption Is Always A Challenge. Here's How One Of Our Biggest Clients Pulled It Off](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

You may have the best possible CRM solution on the market, a deep vertical award-winning software geared to meet your every need. What you will always struggle with is poor [user ](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)adoption.

[Read Post](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

Stay Informed

## subscribe **today**

![16](https://cdn2.hubspot.net/hub/5152923/hubfs/HP_Theme/images/16.jpg?width=3953&name=16.jpg "16")

![nexj-white](https://resource.nexj.com/hs-fs/hubfs/nexj-white.png?width=90&name=nexj-white.png "nexj-white")

NexJ Systems, the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success.

## Industry Solutions

- [CRM for Wealth Management](https://www.nexj.com/industry-solutions/wealth-management/)
- [CRM for Private Banking](https://www.nexj.com/industry-solutions/private-banking/)
- [CRM for Sales, Trading & Research](https://www.nexj.com/industry-solutions/sales-trading-and-research/)
- [CRM for Commercial Banking](https://www.nexj.com/industry-solutions/commercial-banking/)
- [CRM for Corporate Banking](https://www.nexj.com/industry-solutions/corporate-banking/)
- [CRM for Insurance](https://www.nexj.com/industry-solutions/insurance/)

## Our Company

- [About Us](https://www.nexj.com/company/about-nexj-systems/)
- [Investor Relations](https://www.nexj.com/company/investor-relations/)
- [Analyst Coverage](https://www.nexj.com/company/analyst-coverage/)
- [Leadership](https://www.nexj.com/company/management-team-board-members/)
- [Partners](https://www.nexj.com/company/partner-program/)
- [Press Room](https://www.nexj.com/company/press-room/)

## Resource Center

- [White Papers](https://www.nexj.com/resources/white-paper/)
- [Analyst Reports](https://www.nexj.com/resources/industry-analyst-reports/)
- [Brochures](https://www.nexj.com/resources/brochure/)
- [Case Studies](https://www.nexj.com/resources/case-studies/)
- [Videos](https://www.nexj.com/resources/video/)
- [Webinars](https://www.nexj.com/resources/webinar/)

## Contact us

[Info@nexj.com](mailto:Info@nexj.com)  
NexJ Systems Inc.  
10 York Mills Road, Suite 700  
Toronto, Ontario M2P 2G4  
Canada  
P: +1 (416) 222-5611  
F: +1 (416) 222-8623

- [Facebook](http://www.facebook.com)
- [Twitter](http://www.twitter.com)
- [Linkedin](http://www.linkedin.com)
- [YouTube](https://www.youtube.com/user/nexjsystems/)

#### Related CRM Topics for the Finance & Insurance Industry

- [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/)
- [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/)
- [Contact Centre CRM](https://www.nexj.com/industry-solutions/topics/contact-centre-crm-software/)
- [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/)
- [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/)
- [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/)
- [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/)
- [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/)
- [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/)
- [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)

Copyright © 2026 NexJ Systems Inc. All Rights Reserved.

![](https://ws.zoominfo.com/pixel/JhhNmN2VoGY4qqP29rjm) ![](https://dc.ads.linkedin.com/collect/?pid=205626&fmt=gif)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "NexJ Systems Inc.",
    "url" : "https://resource.nexj.com/blog/author/superadminsystems9"
  },
  "dateModified" : "2020-06-23T20:54:38.656Z",
  "datePublished" : "2018-02-16T19:40:12.000Z",
  "headline" : "AI, Chatbots, and Intelligent Customer Management : Video Primers",
  "image" : [ "https://resource.nexj.com/hubfs/AI-Primer-Resized-768x367.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://resource.nexj.com/blog/2018/02/16/ai-chatbots-and-intelligent-customer-management-video-primers",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://resource.nexj.com/hubfs/nexj.png"
    },
    "name" : "NexJ Systems Inc."
  }
}
```