Matt Featured On Kerry Lutz’s Financial Survival Network Podcast: Is Your Financial Advisor Using AI?

Whether you’re driving a car, calling a big company, or working with your financial advisor, AI is involved in many of our day to day activities. I sit down with Matt Reiner to talk about Benjamin, an AI development that helps financial advisor firms elevate their experience by utilizing automated processes to complete medial, mundane tasks. This ultimately allows advisors to spend more time with clients and allows for a more valuable experience. Tune in for more on how AI is transforming financial advising and bettering firms.

Listen to the full Financial Survival Network podcast episode here.