benjamin Appoints Technology Executive, Julie Grehl, as Director of Client Experience
Summary
In this demanding role, Ms. Grehl managed a team of implementation consultants to ensure the smooth setup of clients onto the platform. “Julie and her team will be instrumental in helping advisors get up and running quickly in order to immediately begin to benefit from the many productivity and efficiency enhancing tools that benjamin delivers to advisory firms.” As an AI-driven business support system, benjamin’s advanced design enables RIAs to automate much of the client journey from streamlining the prospecting process, simplifying onboarding, coordinating meeting scheduling and preparation, as well as ongoing client engagement and relationship management. benjamin is the financial industry’s first ever business support system driven by AI which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks, providing the advisor more time to foster value-added client relationships. Originally created by a multi-billion dollar investment advisory firm, benjamin is now independent, and used by financial advisors nationwide to better serve both current and future families.