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Kerry Lutz's--Financial Survival Network

Jan 28, 2022

Whether you’re driving a car, calling a big company, or working with your financial advisor, AI is involved in many of our day to day activities. I sit down with Matt Reiner to talk about Benjamin, an AI development that helps financial advisor firms elevate their experience by utilizing automated processes to complete medial, mundane tasks. This ultimately allows advisors to spend more time with clients and allows for a more valuable experience. Tune in for more on how AI is transforming financial advising and bettering firms.

-Benjamin is helping financial advisor firms elevate their experience by designing AI that complete medial, mundane tasks
-This allows for more human to human interactions with clients
-The focus is enabling the team to do more
-Benjamin helps with client onboarding, preparing advisors prior to meeting with clients, and answering questions
-With this tool, advisors can spend more time with clients
-The experience is made more fluid and swift
-Growth comes from clients demanding more proactive service offerings

Useful Links:
Financial Survival Network
Matt Reiner