Scheduling meetings with clients and running reports are some of the more tedious parts of the day for our advisors. With our latest integration with Benjamin™, advisors have a digital assistant to do it for them.

Using artificial intelligence, advisors who use Salesforce, Redtail, or Wealthbox as their CRM can elicit the help of Benjamin™ to text their clients to set up meetings, whether they be for quarterly check-ins, annual outlooks or whatever else a face-to-face is required for.

When the meeting is scheduled, Benjamin™ will automatically add the appointment to the advisor’s calendar. Even more, Benjamin™ will send the advisor a customized report from Orion ahead of the meeting so they are prepared. The advisor can customize the report to fit whatever they are meeting with their client about, and the report can also be sent to the client or another team member if needed.

Leveraging the power of Benjamin™ is just another way advisors can save time bypassing the necessary clerical duties of the job to focus on the more profitable portions. In the end, using Benjamin™ means more benjamins.