We built Benjamin from the financial advisor’s perspective to create efficiencies and deepen relationships without losing that personal touch that makes a financial advisor so valuable.
Technology is changing the way we serve and provide value to our clients. But despite the technological revolution occurring within the financial advisory space, relationships and communication will always be paramount. With all of this in mind, we built Benjamin from the financial advisors perspective to augment the financial advisor, creating efficiencies and deepening relationships, without losing that personal touch that makes a financial advisor so valuable.
From Wealthbox to Salesforce, easily pull data from all of your sources into one, clean hub.
Build strong client-advisor relationships through the power of smart, automated communication.
Need to see the client text that went out yesterday or the onboarding process? No problem, easily customize your dashboard to fit your needs.
Get started in under five minutes with the manual client upload option and prebuilt conversation library
Benjamin gives me the confidence that I can schedule a client communication to go out in the afternoon and then the next morning I can come in with paperwork submitted
Benjamin reminds me to provide post meeting notes, then transcribes the notes I dictate directly into our CRM; this keeps us compliant, helps keep our meeting notes fresh and accurate, and gives me the opportunity to focus more on building client relationships and less on cumbersome tasks.
Benjamin takes-on the grunt work for our client support team, now they provide the white glove service that my clients love, allowing us to focus on the building life-long relationships with our clients and their children.