Leveraging Technology for Proactivity in Investment Advisory

In the financial and wealth management spaces, a proactive over reactive mentality is vital to maintaining healthy portfolios. With the market being predictable yet unpredictable at the same time, remaining proactive in investment advisory oftens means utilizing technologies that can give you insights and capabilities in a matter of seconds that would otherwise take you hours upon hours to do manually.

During times where proactivity is of the most importance, using a technology that is:

a). Easy and simple to use

b). Driving home your value proposition 

c). Enhancing the human touch, not detracting from it

will ensure that you have the bandwidth and capacity to maintain healthy portfolios and margins for every client in your book of business. Benjamin, your AI assistant, is one of the most versatile, easy-to-use advisor technologies currently on the market. 

Benjamin was created by advisors, for advisors, with each of your pain points in mind. 

4 Benjamin Features Built to Enhance Proactivity in Investment Advisory

  • Smart Sets: Create dynamic lists that automatically add, remove, and send conversations to clients based on AUM, age, allocation and more.
  • Scheduling: By integrating with your calendar, Benjamin schedules your meetings and sends reminder texts to keep you up to date.
  • Intelligent Communication: From requesting paperwork to following up on introductory meetings, Benjamin takes the pain out of the onboarding process and saves you time along the way.
  • Customer Alerts: Custom alerts function allows you to be notified when a client’s portfolio goes above or below your preset allocation.

If you’d like to give Benjamin a test run, we’d love to get you started with a free demo! Just reach out to us at hello@getbenjamin.com to schedule yours. 

investment advisory