Benjamin? Helps Clients Execute Seamless Communication During Market Instability

Andrea Holland Rizk from Rizk Public Relations
16 Apr 2020

Today, Benjamin? released information pointing to its effectiveness in helping customers manage increased client communication during recent historic market instability. According to recent client data, Benjamin’s automation of tasks has helped advisors work more efficiently by collecting and analyzing data on each client account then indicating accounts for changes based on individual client needs. So while advisors are spending the majority of their time communicating with clients through these stressful times, Benjamin? is making sure things aren’t falling through the cracks, providing daily alerts to the advisor for a client to consider taking some chips off the table or another that may have some dry powder to leverage.

According to Wela Strategies, an Atlanta-based RIA, Benjamin has been alerting their advisors of accounts that have been traded over this volatile period and those that have not. This has allowed the team to proactively stay on top of all their clients, ensuring appropriate strategy execution, while spending the majority of their time communicating and comforting clients in this unpredictable time.

Benjamin’s creator, Matt Reiner, is both a CFP? and CFA. Because of Matt’s experience, he has a unique understanding of the specific needs of a financial firm when the market is volatile - the necessity to manage time and resources while simultaneously offering superior customer experience.

“We know what advisors are going through right now, and we created Benjamin? to be able to help financial advisors through times like these. Through our AI technology, we provide our customers the ability to more efficiently deal with a high volume of client communications while simultaneously making account updates and recording notes and actions for compliance purposes,” said founder Matt Reiner.

For more information, visit www.GetBenjamin.com. To schedule an interview or for questions about this technology, e-mail Andrea Rizk at Andrea@RizkPR.com.

About Benjamin?: Benjamin is the financial industry’s premier cloud A.I. Assistant which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. Benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks, providing the advisor more time to foster value-added customer relationships. The productivity gained by Benjamin’s presence empowers firms to quickly scale their business and profitability. Originally created by a multibillion-dollar investment advisory firm, Benjamin is now independent, and used by financial advisors nationwide to better serve both current and future families. For more information, visit www.GetBenjamin.com

For more information, please contact:
Andrea Holland Rizk
Rizk Public Relations
andrea@rizkpr.com
404-316-0251
10 Glenlake Pkwy NE
30328 Atlanta
USA

Category: Artificial intelligence
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