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Is Your Financial Advisor Using AI? - Matt Reiner #5399
Is Your Financial Advisor Using AI? - Matt Reiner #5399
ratings:
Length:
14 minutes
Released:
Jan 28, 2022
Format:
Podcast episode
Description
Summary: Whether you’re driving a car, calling a big company, or working with your financial advisor, AI is involved in many of our day to day activities. I sit down with Matt Reiner to talk about Benjamin, an AI development that helps financial advisor firms elevate their experience by utilizing automated processes to complete medial, mundane tasks. This ultimately allows advisors to spend more time with clients and allows for a more valuable experience. Tune in for more on how AI is transforming financial advising and bettering firms. Highlights: -Benjamin is helping financial advisor firms elevate their experience by designing AI that complete medial, mundane tasks -This allows for more human to human interactions with clients -The focus is enabling the team to do more -Benjamin helps with client onboarding, preparing advisors prior to meeting with clients, and answering questions -With this tool, advisors can spend more time with clients -The experience is made more fluid and swift -Growth comes from clients demanding more proactive service offerings Useful Links: Financial Survival Network Benjamin Matt Reiner
Released:
Jan 28, 2022
Format:
Podcast episode
Titles in the series (100)
Welcome Back To The 1970's - "Transitory" Inflation - Dr. Michael Busler #5156: The 1970’s Are Back, With Inflation, Gas Lines, And Presidential Fiddling Inflation in April accelerated at its fastest pace in more than 12 years as the U.S. economic recovery kicked into gear and energy prices jumped higher, the Labor Department... by Financial Survival Network