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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