The Intelligent Interface For Financial Services

Empowering leading financial organizations with intelligent conversations since 2006

Put intelligence behind your business. Gain a competitive advantage with state-of-the-art AI-based technology that helps banks, brokerage firms and other financial organizations boost employee productivity and attract customers with a personalized experience like no other.

So, how can we help your financial organization work smarter?

Workforce Support Customer Engagement

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Workforce Productivity On A Whole New Level

Our intelligent assistant (IA) for workforce support streamlines practices and processes to give employees fast access to the tools they need, sometimes before they even know they need it.

Assists employees with:

  • Compliance
  • Client relations
  • Information management
  • Portfolio management
  • Internal process assistance
  • Account advising and more

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Redefine Customer Service With Expert Guidance

Our IA for customer engagement allows companies to offer users the most knowledgeable and personal support while providing an experience that keeps them coming back for more.

Assists customers with:

  • Enrollment
  • Collections and payments
  • Insurance, forms and application submissions
  • Funding
  • Lending
  • Products, tools and services awareness

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About Next IT:


Innovative technology doesn't need to start from square one. With 15 years of experience, including over 10 years of experience in financial services, the world's leading organizations have trusted Next IT to empower their employees and customers to learn, do and achieve more.
It's that simple.