benjamin – The Hardest Working Assistant in Wealth Management
AI-driven Business Support System completes thousands of workflows and tasks, including automating the onboarding of nearly 50,000 new accounts for RIAs leveraging benjamin’s advanced capabilities and design.
benjamin Momentum Accelerating with Strong Sales Growth and Successful Funding Pitch on ScratchWorks – Season 4
benjamin Announces the Availability of Schwab Advisor Center® Alerts
benjamin Wins wealthmanagement.com’s Inaugural “Wealthies” Industry Award for Business Support Systems
benjamin Appoints Technology Executive, Julie Grehl, as Director of Client Experience
benjamin Receives Multiple 2021 Industry Recognition, Awards and Accolades
~ AI-driven Business Support System recognized as a Finalist in the Artificial Intelligence and Workflow Automation categories in the 2021 Wealthies Industry Awards Program; CEO Matt Reiner named to the prestigious 2021 Investment News “40 Under 40” List Atlanta, GA. June 9, 2021. benjamin, the only business support system driven by AI and specifically designed […]
benjamin Appoints Industry Veteran, Paul Polese as Chief Revenue Officer
benjamin Releases New Industry Research on the Return on Investment (ROI) of an AI-driven Business Support System
benjamin Receives Strategic Investment – Adds Industry Veteran Bob Conchiglia to Executive Advisory Board
Wealth Management: ‘benjamin’ is Applying to Be Your AI-Driven Virtual Assistant
benjamin Launches End-to-End “Business Support System” to Transform RIA Businesses
Fintech’s New Business Support System benjamin leads industry in AI technology that integrates RIA tools eliminating manual work, creating efficiency.
AI driven benjamin quickly integrates commonly used RIA tech stack to automate over 100 workflows bringing for “bionic” advisors.
AI driven benjamin quickly integrates commonly used RIA tech stack to automate over 100 workflows bringing for “bionic” advisors.
Benjamin™ Announces New Relationship With Shareholders Service Group
ATLANTA, GA (March 6, 2020) Today Benjamin™ announced a new relationship with Shareholders Service Group (SSG). Benjamin, the financial advisor industry’s first AI assistant that eliminates mundane and menial tasks, is excited that via this new relationship with SSG, independent RIAs of all sizes will have access to the technology necessary to better serve their […]
Benjamin™ Announces the Hiring Of Two Key Executives
BENJAMIN™ ANNOUNCES THE HIRING OF TWO KEY EXECUTIVES ATLANTA, GA (January 30, 2020) Today, Matt Reiner, CEO of Benjamin™ announced the hiring of two employees into key leadership positions with the company – Frank Gine as Chief Operating Officer and Carrie Frye as Director of Operations. A 30+ year veteran of the telecommunications sector, Gine […]
Benjamin™ Provides Overview of Growth, New Customer Acquisitions, and Product Advancements in 2019
ATLANTA, GA (January 15, 2020) Today, Benjamin™ offered an overview of their company’s 2019 milestones, including information about growth, customer acquisitions, and advancements in their AI technology. Here are some key takeaways from Benjamin’s year-end summary. Benjamin’s client roster grew 1150%, increasing from 5 clients in January to 50 clients by the year’s end. Through […]
Wela Announces Name And Logo Change As Part Of Larger Rebranding Effort
ATLANTA, GA (October 28, 2019) Today, Wela announced a name and logo change as part of a larger rebranding effort. The company has officially changed its name from Wela to Benjamin™, emphasizing the company’s creation of an entirely new category of AI financial technology built for financial advisors by financial advisors. The new Benjamin logo […]
PRESS RELEASE: Benjamin® Now Offers Regulatory Compliance Integration For Financial Advisors
ATLANTA, GA (September 20, 2019) Today, financial technology company Wela announced the addition of a game-changing new feature of Benjamin®, the artificial intelligence designed for financial advisors by financial advisors. Benjamin’s new feature liberates the advisor to use text messaging to communicate with the client because Benjamin automatically pushes both email and text correspondence into the CRM […]
