- Benjamin, today offered an overview of their company’s 2019 achievements, including information about customer acquisitions, growth, and advancements in their AI technology. Here are some important takeaways from the year-end summary of Benjamin.
- The client roster of Benjamin grew 1150%, increasing from 5 clients in January to 50 clients by the year’s end.
- Through a key advancement in the product, Benjamin integrated regulatory compliance for financial advisors. Through this feature, all communications – including texts and emails exchanged by an advisor and his/her clients – are now automatically archived in the advisor’s CRM system.
- Benjamin integrated with a leader in CRM services for financial advisors, Wealthbox. The Wealthbox integration makes necessary tasks like scheduling client meetings, note-taking, and on-boarding streamlined and simple for advisors and their teams.
- Benjamin created a key integration with Orion, a leading fintech company. The integration created a more efficient workflow, saving advisors an estimated 30 minutes of prep time per client meeting and allowing advisors more time to use Orion’s data and resources in order to make the best possible recommendations for clients.
- Benjamin was selected as a finalist in The UBS Future of Finance Challenge, chosen out of 400 entrants as one of the 10 finalists in the Deepening Client Relationships category.
- By the end of 2019, Benjamin’s technology offered seamless integration with Google, Charles Schwab, SalesForce, Office365, eMoney, TD Ameritrade, BNY Mellon’s Pershing, Redtail, and Tamarac.
Clients of Benjamin are enjoying the advantages of the new integrations and advancements to the AI product in 2019. According to Keith Kohout, principal at Vaultis Private Wealth in Cincinnati, Ohio, “Benjamin, through a fusion of technology, delivers seamless integration improving internal workflows uniformed scalability, and resource efficiency. But most importantly, Benjamin helps deliver our promise to customer service.”
Michael Barnes Senior Vice President of Lenox Wealth Advisor stated, “At Lenox Wealth Advisors, we pride ourselves on delivering a superior client experience – we strive for proactive, frequent, and transparent communication. Utilizing Benjamin’s AI functionality has allowed us to automate administrative and operational functionalities, providing our staff with more time to focus on our client’s financial needs. We have just begun to unlock the potential of Benjamin and are excited to implement additional features in the upcoming year. Our partnership with Benjamin will enable us to continue to develop and strengthen our client-advisor relationships.”
The leadership of Benjamin is grateful for the strides the company made last year. Matt Reiner, CEO of Benjamin stated that “2019 was an incredible year for Benjamin thanks, in large part, to our clients, We created a new category of software to bring value to financial advisors and their clients; we started working with the most forward-thinking financial firms in the country; we made advancements in our technology allowing for the integration of regulatory compliance processes; and, we cemented relationships with key financial technology partners like Wealthbox and Orion to help advisors and their teams automate necessary and time-consuming tasks. The year 2020 promises to be a thrilling, and Benjamin is assured to continue growing in both size and scope.”
