Benjamin

The financial industry's premier AI assistant.

[Benjamin @get_benjamin]

Happy Earth Day! From digitizing the onboarding process to voice recording post-meeting notes, benjamin is here to help you go green in 2021!

Learn more at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

A focus on technology is... first and foremost about ensuring an elevated client experience… but secondly, you need to think about what it means to your employees. On a scale of 1 - 10, what score would your advisors give your firm's technology?

[Benjamin @get_benjamin]

Hiring is costly… and firms are seeing attrition continue to happen… last year alone, over 60% of firms with over $250M in AUM had to fill roles at their firm. Before you make your next hire, check out benjamin's resume!

[Benjamin @get_benjamin]

The average advisor only spends about 20% of their time with clients... APRIL FOOLS! Wait... that's accurate.

Find out how you can automate MORE tasks and spend MORE time where it matters most! Learn more at https://t.co/ouTfoz7rW9.

[Benjamin @get_benjamin]

Such a great quote from Sam Walton. “Exceed your customers’ expectations. If you do, they’ll come back over and over. Give them what they want – and a little more.”

Our advisors do it everyday for their clients, it's out duty to follow suit!

https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

Vanguard stated in a study that 50% of the value of a financial advisor is based on “behavioral coaching”… which is elevated by spending more time with your clients. Learn how to find more time for clients at https://t.co/ouTfoyPQxz!

[Benjamin @get_benjamin]

Finding ways to enhance the client experience means finding ways to stay proactive, relevant, and relatable. Sound time consuming? Believe it.

Learn how advisors are finding more time in their day at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

Advisors spend 22 hours a week doing back office and administrative tasks! That equates to a salary of over $100K for automatable tasks. 

Benjamin works for a fraction of the cost and doesn't even take vacations 👋🏻😎🌞

Learn more at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

Do you know how a #BuSS can help your firm? A Business Support System is a software application that automates business processes and achieves automation by integrating existing platforms used to service clients.

Learn more at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

82% of firms including more services in their fees. Margin compression should be the conversation, not fee compression. Clients are expecting more services for the same fee and advisors are obliging. Scale is needed to ensure continued profitability.

[Benjamin @get_benjamin]

72% of the perceived value of an advisor, in the eyes of the client, are related to three items: Trust, Personal Connection, Proactive Outreach.

Learn how benjamin helps advisors deepen relationships with their clients at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

Eye opener of the day: Advisors are spending the same amount of time growing their business as they do on administrative / operational tasks.

[Benjamin @get_benjamin]

The top 2 technology pain points for financial advisory firms: manual workflows & lack of integrations between core software applications. Learn how we're helping at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

Advisors spend 22 hours a week doing back office and administrative tasks. Think about what your firm could look like if you had an extra 1,000+ hours a year!

[Benjamin @get_benjamin]

Last year, over 60% of firms with over $250M in AUM had to fill roles due to employee attrition. Before making your next hire, interview benjamin!

- Doesn't take days off
- Doesn't need benefits
- Knows your technology
- Easy to train

- Still hates Mondays

[Benjamin @get_benjamin]

Margin compression should be the conversation, not fee compression. Clients are expecting more services for the same fee and advisors are obliging. Scale is needed to ensure continued profitability. 

Learn more at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

From all of us here at benjamin, Happy New Year!

[Benjamin @get_benjamin]

"In today’s more competitive and complex environment, we need to optimize our technology investments to create the scale and capacity to continue to grow profitably. I truly believe that Benjamin will quickly become mission critical for every advisory firm"

- Wes Moss

[Benjamin @get_benjamin]

Do you know how a #BuSS can help your firm? A Business Support System is a software application that automates business processes and achieves automation by integrating existing platforms used to service clients.

Learn more at https://t.co/ouTfoz7rW9

[Benjamin @get_benjamin]

ICYMI - benjamin had it's official launch last week! We are so thankful for all of the support from the industry and our existing clients!

Check out our recent whitepaper at https://t.co/ouTfoz7rW9