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Leveraging AI for Finance Based SaaS through a New Category Tech for Fin Advisors with Matt Reiner | #102 SaaS Webcast
Episode 10220th April 2021 • SaaS District • Akeel Jabber | Horizen Capital
00:00:00 00:39:17

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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
  • 33:18 - Instrumental Resources for Matt’s Success
  • 35:43 - What Does Success Mean to Matt Today
  • 37:17 - Get in Touch with Matt

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