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Podcast: SaaS District
Episode: Leveraging AI for Finance Based SaaS through a New Category Tech for Fin Advisors with Matt Reiner | #102 SaaS Webcast
Description: 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 expect...