benjamin Releases New Industry Research on the Return on Investment (ROI) of an AI-driven Business Support System
Summary
Thus, when those manual tasks are automated through an AI-driven BuSS like benjamin, the results can be transformational for firms to regain needed capacity, profitability and scale to continue to grow.” 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. According to the report, “…On average RIA firms deploying AI-powered BuSS are saving thousands of hours of staff time every year through workflow automation, freeing them up to work on more client-focused activities, business development and strategic planning. When translated into hard-dollar cost savings those streamlined staff hours equate to hundreds of thousands of dollars every year, providing a significant ROI." 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.
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