Matt Reiner of Benjamin on Building an A.I. Powered Virtual Assistant for Financial Advisors

Matt Reiner, CEO of Benjamin started his career as a financial advisor working in his family’s wealth management business. Along the way he decided to leverage technology to make the business more efficient.

Over time he realized his was on to something that could possible transform the whole industry... and Benjamin was born. The first virtual assistant for financial advisors powered by artificial intelligence.

Matt shares the benefits of using his financial advisory firm as a test case for the Benjamin MVP. It allowed him to test his hypothesis and iterate quickly. Matt also relates how having deep experience in the industry helped him solve problems he knew firsthand. However, he also ran into some serious hurdles along the way as he entered the new world (to him) of tech startups.

If you want to reach out to Matt to learn more about Benjamin send him an email.

Also Mentioned on This Episode

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