Leveraging AI for Finance Based SaaS through a New Category Tech for Fin Advisors with Matt Reiner | #102 SaaS Webcast
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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\\u2019s 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\\u2019s 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\\u2019s Success
- 35:43 - What Does Success Mean to Matt Today
- 37:17 - Get in Touch with Matt
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