team of 6-10 · clients 1-50 to 5,001+ people · San Francisco, CA
ModernEdge AI is a San Francisco AI agency that builds custom AI systems for mid-market and enterprise companies, often private equity backed. It works across real estate, financial services, manufacturing, logistics, healthcare and the public sector. Team of 6 to 10, offering strategy assessments, workflow automation, custom software and agent builds, and training. Mostly builds.
Corporate banking clients relied on phone and email support for routine account and service questions, which meant response times varied and staff spent significant time.
Customer service inquiries were handled entirely by phone staff, which meant wait times grew during peak periods and routine questions took up capacity that could.
Debt collection outreach was handled manually by phone agents working through account lists in a fixed order, which meant lower-priority accounts sometimes got the same.
Customer outreach and initial claims triage were handled by staff over phone and email.
With more than a million users, the company's warm-lead follow-up, NPS surveying and inbound technical support were all constrained by how many people it could staff.
The agency is the single point of contact for visas, passports and border services for a population of 10M+ citizens and travelers a year.
Running vessels means constant decisions about chartering, port calls, crew, compliance and cost, and the information needed for each was spread across fragmented legacy.
The San Diego network's agencies each ran on their own EMR, and the day-to-day work between those systems (matching caregivers to shifts, coordinating care plans.
The manufacturer builds mission-critical power systems that customers specify through a website configurator.
The client is a national property-tax consulting firm with about 100 consultants and close to 1,000 clients, one of the largest professional-services rollups in tax.
A maritime logistics and shipping operation runs each consignment through a fixed set of documents: Single Goods Declaration, duty assessment and receipt, shipping and.
The firm services commercial buildings, and its operational data was scattered: building sensor feeds, payroll and timekeeping that differed by site, supply and.
The agency ran on 8 disconnected systems, including Salesforce, a trip-planning tool, a GDS booking system, a project tracker, email, and file storage, so advisors had.
Agents were manually keying every new listing into MLS forms with roughly 700 fields, a process that took around 45 minutes per listing and was prone to typos and missed.
The firm's deal flow lived in inboxes and a manually maintained tracker.
The firm's attorneys negotiate commercial office leases, where a single lease runs 100 to 120 pages and every substantive provision has to be checked against how the.
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