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MemEx Intelligence

Meet your MemEx Digital Specialists

Each specialist has a defined job. Merren focuses on membership, Edrin on events and Vale helps staff work across the organisation. They use MemEx Intelligence to notice changes, investigate them and prepare useful next steps for people to review.

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Vale Staff Assistant
Merren Membership Specialist
Edrin Events Specialist

Specialists by Design

Specialists with a defined remit

Merren, Edrin and Vale each focus on a distinct area of membership work, with their own remit and expertise - all powered by MemEx Intelligence.

More than a Chatbot

Built to do more than answer questions

  1. Understand

    Use the right organisational context with the right permissions.

  2. Notice

    Recognise meaningful changes, risks and opportunities.

  3. Investigate

    Bring together the evidence needed to understand what is happening.

  4. Recommend

    Propose clear, governed next steps for people to review.

  5. Remember

    Retain findings, decisions and outcomes beyond the conversation.

Across the member lifecycle

Merren

Membership Specialist

Merren works across the member lifecycle, helping teams understand engagement, renewals, applications, service, payments, progression and changing member behaviour. She can spot what deserves attention, investigate why and help the team decide what to do next.

What Merren can do

  • Member and cohort intelligence
  • Renewal and engagement analysis
  • Applications and service
  • Proactive Findings
  • External sector intelligence
  • Draft outreach and governed actions
merren1.png (1)
Merren responding in teams

Across the event portfolio

Edrin

Events Specialist

Edrin focuses on event performance, bookings, attendance, pricing, delegate behaviour and event strategy. He helps teams understand what is working, what is changing and what should happen next.

What Edrin can do

  • Event creation
  • Delegate and booking reporting
  • Pricing and package advice
  • Market price comparison
  • Event promotion
  • Portfolio performance
edrin.png
An illustration of how Edrin appears in Microsoft Teams.

Across the whole organisation

Vale

Staff Assistant

Vale works across the organisation rather than in one specialist discipline. He helps staff find context, prepare for meetings, understand members and strategic objectives, connect information across systems and bring in specialist support when needed.

What Vale can do

  • Cross-organisational context
  • Meeting preparation
  • Client and project understanding
  • Policies and organisational knowledge
  • Summaries and change detection
  • Specialist routing
vale.png
An illustration of how Vale appears in Microsoft Teams.

Built to collaborate

How they work with you

Proactive

Merren: "Associate renewals are 8.7 points behind the same stage last year. Most of the decline is among members in their first two years."

Challenged, and willing to change position

A colleague: "I don’t think Ruth is actually a problem."

Merren: "I think that’s fair. Her payment position explains most of what initially looked unusual. I’d monitor rather than intervene."

Asked a specialist question

A colleague: "Edrin, why were no-shows so high at the Birmingham event?"

Edrin: "Registration was normal. The issue was attendance: 22% of registrants didn’t arrive, compared with 8% across the rest of the programme."

Asked for broad context

A colleague: "Vale what should I know before tomorrow’s client meeting?"

Vale returns a short cross-organisational summary.

The intelligence behind them

What makes them different

Context Engine

Provides the organisational knowledge, context, permissions and relationships they need to understand your organisation.

AI & Reasoning

Assembles the evidence a question needs and hands it to a model, without locking your organisational knowledge into any one AI provider.

Operations

Carries findings, recommendations, decisions and outcomes beyond the conversation, so what the organisation learned is still there when the people change.

Keeping you in the loop

Turn AI insight into action

  1. Notices

    Merren sees something change in governed organisational evidence.

  2. Investigates

    She assembles the evidence needed to understand what is really happening.

  3. Creates a Finding

    The reasoning and the evidence are recorded, not just the answer.

  4. Recommends

    A governed action is prepared for a person to approve.

  5. A human decides

    Nothing reaches a system of record without someone approving it.

  6. The outcome is recorded

    A MemEx CRM activity is created and the result persists.

Where it works

One intelligence platform. Wherever your team works.

Microsoft Teams

Ask questions, receive proactive alerts and work with Digital Specialists in Teams.

MemEx CRM

Bring intelligence, recommendations and actions directly into the member and organisation records your team works with.

MemEx Intelligence Workspace

Investigate questions in depth, explore trends and follow findings through to outcomes.

MemEx Member Portal

Bring relevant, personalised intelligence directly into the member experience.

Your own AI client

No requirement to use ours. A client your organisation already runs can read the same governed context, under the same permissions.

See the Digital Specialists in action

Book a demo and see how they investigate real membership questions using the context held in MemEx Intelligence.