With Benjamin, you’ll have more bandwidth and better process management.
Increase your capacity to bring on new clients
Nurture your current clients
Improve your communication and client engagement
Benjamin is a tool that’s changing the game for RIAs.
Who’s already using Benjamin?
Enhance your client relationships without losing the human aspect.
Group your clients to intelligently communicate with them
Integrate outlook and other important tools
Communicate to clients and internal members to set up paperwork and ensure transfers complete
Create tasks and schedule meetings to ensure paperwork is finalized in a timely manner
Stop missing out on opportunities with clients and prospects.
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