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How AI Assistants for Advisors are Transforming the Client-Advisor Relationship



Establishing and maintaining a strong client-advisor relationship is vital to the longevity of your business. However, with clients becoming accustomed to highly individualized and tech-oriented experiences across every facet of their lives, the way in which we craft our relationships are evolving. In order to adapt and continuously strengthen our relationships, it’s necessary that we leverage the consumer- and advisor-facing power of AI assistants for advisors. 

“Evolving social behaviors and technology innovations are rewriting the relationship roadmap for financial advisors.” – The Wealth Advisor

Creating a strong client-advisor relationship requires constant nurturing efforts as well as something that, as advisors, we don’t necessarily have an abundance of: time. With Benjamin, the financial industry’s first AI assistant, we can now automate the more menial, yet imperative tasks that play a large part in enhancing those relationships while still keeping the human component of the relationship.

 Current day client-advisor relationships are part technology-based and part human-oriented; not in a human vs. tech way, but rather a marriage of the distinct attributes that the two bring to the table. 

3 Ways Benjamin, Your AI Assistant, helps Enhance Your Relationships:

Ready to welcome your very own AI assistant into your firm? We’ll get you working toward stronger client-advisor relationships with a free demo of what Benjamin can do for you. 



We are excited to introduce you to Benjamin. Please fill out the information below and Benjamin will work to coordinate the meeting.



Looking to join a small dedicated team of technology enthusiast who want to find creative ways to automate the imperative tasks that financial advisors are faced with every day?



We are a rapidly growing company with 50 customers in search of a dynamic and energetic candidate to lead our marketing efforts and foster partner company relationships!



We are a rapidly growing company with 50 customers in search of a dynamic “rising star” sales leader to spearhead new business development!



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