4 Tasks Financial Advisors Can Give to a Digital Assistant

As a financial advisor, you have a lot of responsibilities on your plate. Taking into account your never-ending to-do list, it’s safe to say that it wouldn’t hurt to have an extra set of hands to help out. The good news is that, thanks to the digital revolution, now there is. With Benjamin, the financial industry’s first digital assistant, advisors are now able to delegate their more administrative tasks so they can regain control of their time.

Here are 4 tasks financial advisors can give to a digital assistant:

Benjamin is a partner, not a portal.

Intelligent Communication

Think of your digital assistant as an extension of yourself. With virtually flawless automation technologies, Benjamin can intelligently communicate with your client list via email and text message. Whether you want singular or mass communication is up to you, but Benjamin can message your clients based on AUM, age, allocation and more. 


If you’re an advisor who serves dozens of clients, keeping up with scheduling calls, follow-ups, and meetings can be a bit overwhelming – not to mention incredibly time consuming. Benjamin helps take the headache out of scheduling with easy Outlook and Gmail calendar integrations. With these integration capabilities, he can then quickly and efficiently schedule meetings while sending reminders to both you and your client so everyone stays up-to-date. 


Chat widgets are becoming all the rage in the financial planning world. With Benjamin working as your digital assistant, you have the option to install him on your website to greet current clients and prospect potential clients with an automated custom message. Think of it as increasing your reach, without truly having to put in any time on your end. A win-win for everyone.

Custom Alerts

Managing dozens of portfolio allocations can be tricky, especially if you’re not working in a specific niche. Your digital assistant acts as a sort of alert system, letting you know when there’s been a change in a client’s portfolio. Benjamin’s brand new custom alerts function allows you to be notified when a client’s portfolio goes above or below your preset allocation. 

When it comes down to it, Benjamin is here to help you become more efficient and productive. With all of these capabilities and more, Benjamin will help you create efficiencies and deepen relationships without ever losing that personal touch that only you can bring to your clients.

Want to start automating your tasks with Benjamin? Reach out to us here and we’ll get you started with a demo.

digital assistant