Matt is the co-founder and CEO and Co-Founder of Benjamin, a technology company focused on delivering SaaS based solutions to other financial service companies enabling them to streamline internal communication and processes, while enabling these companies to build a digital client experience that extends beyond traditional client portals.
During this interview we cover:
00:00 Contentfy, Your On-Demand Content Team (Sponsor)
02:16 - Matt’s Background & Past Positions
03:14 - The Process from Idea to Launching Get Benjamin
07:05 - Outside capital or Completely Bootstrapped?
10:33 - How the AI is integrated Helping Other Advisors and Their Team
14:24 - What’s an expected increase in ROI when leveraging AI as IA
19:01 - Increase in Returns for Clients Using tools like Benjamin
22:25 - Specific Growth Strategies that have Worked Best for Get Benjamin
25:30 - Experiments tried and failed
26:49 - Advice to Strengthen Your balance Sheet or Returns on Capital
30:01 - Advice Matt Would Tell his 25 Year old Self
31:30 - Biggest Challenges Matt is Facing Right Now