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

20/04/2021 39 min Temporada 2 Episodio 102
Leveraging AI for Finance Based SaaS through a New Category Tech for Fin Advisors with Matt Reiner | #102 SaaS Webcast

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

Episode Synopsis

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 Positions03:14 - 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 IA19:01 -  Increase in Returns for Clients  Using tools like Benjamin22:25 - Specific Growth Strategies that have Worked Best for Get Benjamin 25:30 - Experiments tried and failed26:49 - Advice to Strengthen Your balance Sheet or Returns on Capital30:01 - Advice Matt Would Tell his 25 Year old Self31:30 - Biggest Challenges Matt is Facing Right Now33:18 - Instrumental Resources for Matt’s Success35:43 - What Does Success Mean to Matt Today37:17 - Get in Touch with MattMentions:Get BenjaminBooks:The Hard Thing About Hard ThingsRebootShoe DogPeople:Simon SinekGet In Touch With Matt:Matt’s LinkedinTag us & follow:FacebookLinkedInInstagramMore about Akeel:Twitter LinkedIn Saas PodcastSaaS ConsultingHow to Value a SaaS Company 

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