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Who’s already using Benjamin?

 

 


Set alerts to stay proactive on your client portfolios and communication needs.


Take action on dynamic lists that allow you to create tasks in your CRM, communicate with your client or notify you internally. It’s the assistant that scales and allows you to build relationships


Let Benjamin take over the paperwork process and ensure the client stays in-step with you through the whole process.


Let Benjamin schedule meetings for you and do  some initial prep work on your behalf.

Benjamin

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

 



Benjamin

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?

 



Benjamin

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!

 



Benjamin

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

 



Benjamin

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