New White paper... The technology ROI of an AI-powered Business Support System. DOWNLOAD

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 for archival and regulatory purposes.

According to Matt Reiner, CEO of Wela and creator of Benjamin, “Documenting each client/advisor communication is both tedious and time-consuming, but it is a regulatory compliance requirement for every financial practice. With Benjamin’s new feature, all client communications are automatically recorded in an advisor’s CRM system, making a formerly protracted process seamless and simple.”

Current CRM systems supported by this new integration include SalesForce, Wealthbox, Redtail, and Tamarac. The company has plans to integrate additional CRM systems in the near future.

For more information, visit schedule an interview or for questions about this technology, e-mail Andrea Rizk at

About Wela: Wela is a financial technology company that is focused on creating solutions that enable advisors to scale their teams, deliver more value to clients and grow profit margins. As financial advisors with their own successful RIA firm, the founders of Wela set out to create the industry’s first-ever digital assistant, Benjamin®, to eliminate menial tasks that were bogging down their valuable human resources. Benjamin® leverages an advisor’s current technologies and processes and just adds a digital team member to the mix. For more information visit


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!



Need to get in touch? We’re ready to chat. Leave us a note below.