logologologologo
  • About Us
  • Companies
  • Team
  • Services
    • SaaS Financial Due Diligence
    • M&A and Capital Raise Advisory
    • SaaS Growth Consulting
  • Learn
    • Financial Due Diligence Course
    • SaaS Podcast
    • SaaS District Videos
    • Blog
    • SaaS Valuations
  • FAQ
  • Contact
  • About Us
  • Companies
  • Team
  • Services
    • SaaS Financial Due Diligence
    • M&A and Capital Raise Advisory
    • SaaS Growth Consulting
  • Learn
    • Financial Due Diligence Course
    • SaaS Podcast
    • SaaS District Videos
    • Blog
    • SaaS Valuations
  • FAQ
  • Contact
How to Build A Disruptive, 500 Startups, Project Management SaaS for Agencies and Consultants with Santiago Biblioni#101
04/15/2021
Bootstrapping a Successful IP Geolocation SaaS From a Side Hustle to Now Growing 50% YoY With Ben Dowling | #103 SaaS Webcast [ Bootstrapping ]
04/22/2021
Show all

Leveraging AI for Finance Based SaaS through a New Category Tech for Fin Advisors with Matt Reiner | #102 SaaS Webcast

04/20/2021
Categories
Tags

    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

    Mentions:

    • Get Benjamin

    Books:

    • The Hard Thing About Hard Things
    • Reboot
    • Shoe Dog

    People:

    • Simon Sinek

    Get In Touch With Matt:

    • Matt’s Linkedin

    Tag us & follow:

    • Facebook
    • LinkedIn
    • Instagram

    More about Akeel:

    • Twitter
    • LinkedIn
    • Saas Podcast
    • SaaS Consulting
    • How to Value a SaaS Company

     

    Share
    1

    Comments are closed.

    Our Services

    Financial Due Diligence Framework Course

    SaaS Consulting Services & Partnership

    M&A Consulting

    Sell My Business

    Private Equity

    © 2021 Horizen Capital. All rights reserved.

    Resources

    SaaS Podcast: SaaS District

    Blog

    Medium

    Legal

    Privacy Policy

    Terms of Use

    Social

    LinkedIn

    YouTube

    Twitter

    Instagram

     

     

     

    © 2023 M&A and B2B SaaS Growth Marketing Partnerships. All Rights Reserved. Muffin group