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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’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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