Benjamin

05/12/2021

Do you know the Benjamin core values? We strive to uphold these principles in everything we do. Check out number 1 below!

Never settle: Celebrate accomplishments but don’t let them make us complacent. We must constantly be improving and be comfortable being uncomfortable. Never be happy with the status quo. We should continually strive to grow and move ahead. We must always work to advance the company and our relationships.

Learn more at

The world’s first A.I. assistant created for advisors by advisors

04/21/2021

Happy Earth Day! From digitizing the onboarding process to voice recording post-meeting notes, benjamin is here to help you go green in 2021!

Learn more at getbenjamin.com

04/13/2021

A focus on technology is... first and foremost about ensuring an elevated client experience… but secondly, you need to think about what it means to your employees. On a scale of 1 - 10, what score would your advisors give your firm's technology?

04/07/2021

Hiring is costly… and firms are seeing attrition continue to happen… last year alone, over 60% of firms with over $250M in AUM had to fill roles at their firm. Before you make your next hire, check out benjamin's resume!

04/01/2021

The average advisor only spends about 20% of their time with clients... APRIL FOOLS! Wait... that's accurate.

Find out how you can automate MORE tasks and spend MORE time where it matters most! Learn more at

The world’s first A.I. assistant created for advisors by advisors

03/30/2021

Such a great quote from Sam Walton. “Exceed your customers’ expectations. If you do, they’ll come back over and over. Give them what they want – and a little more.”

Our advisors do it everyday for their clients, it's out duty to follow suit!

The world’s first A.I. assistant created for advisors by advisors

03/26/2021

Do you know the Benjamin core values? We strive to uphold these principles in everything we do. Check out number 3 below!

Be human-centric. Ours is a people business. We believe strong human relationships are central to business success. We build tech to enable more and better human interactions.

Learn more at

The world’s first A.I. assistant created for advisors by advisors

03/25/2021

Vanguard stated in a study that 50% of the value of a financial advisor is based on “behavioral coaching”… which is elevated by spending more time with your clients. Learn how to find more time for clients at getbenjamin.com!

03/19/2021

Do you know the Benjamin core values? We strive to uphold these principles in everything we do. Check out number 2 below!

Do what is right. Make every decision based on what is best for the client and our company. Work with firms, individuals, and partners that do things the right way and treat their employees and clients properly. We will hold each other accountable to this standard.

Learn more at

The world’s first A.I. assistant created for advisors by advisors

03/12/2021

benjamin can help your firm (and employees like John) simplify a number of KYC tasks. Learn how we help at getbenjamin.com!

03/11/2021

Do you know the Benjamin core values? We strive to uphold these principles in everything we do. Check out number 1 below!

Never settle: Celebrate accomplishments but don’t let them make us complacent. We must constantly be improving and be comfortable being uncomfortable. Never be happy with the status quo. We should continually strive to grow and move ahead. We must always work to advance the company and our relationships.

Learn more at getbenjamin.com

03/03/2021

Advisors spend 22 hours a week doing back office and administrative tasks! That equates to a salary of over $100K for automatable tasks.

Benjamin works for a fraction of the cost and doesn't even take vacations 👋🏻😎🌞

Learn more at

The world’s first A.I. assistant created for advisors by advisors