The Advisor Summit Podcast: Using AI Efficiently in the Advisory World - Ep. 13 Ben Olsen

Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.

Today’s guest is Ben Olsen, the founder of Beemo Automation. Ben’s journey from financial advisor to launching his own company focused on AI and automation for wealth management has led him to be at the forefront of helping firms integrate these powerful technologies. He’s passionate about providing customized AI solutions to help advisors streamline their processes, save time, and grow their business.

In this episode, Ben shares how AI can help financial advisors optimize operations and enhance client relationships, while also exploring the future impact of AI on the financial services industry.

Key Takeaways:

AI’s Role in Wealth Management: Ben explains how AI boosts efficiency by automating tasks like client onboarding, meeting scheduling, and follow-up emails, giving advisors more time to focus on client relationships.

Customized AI Solutions: Beemo Automation offers tailored AI tools that fit each firm’s unique needs, ensuring seamless integration with existing workflows.

Automating Back Office Tasks: AI automates back-office processes such as data entry and CRM updates, freeing up time for client-facing work and business growth.

Improving Client Communications: AI streamlines client communications by organizing emails and drafting replies, improving both efficiency and client satisfaction.

The Future of AI in Wealth Management: Over the next 3-5 years, AI will help advisors manage more clients efficiently and reduce tech fragmentation by centralizing data for better AI tool use.

Beemo Automation

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⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.

⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.

⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.

Contact us at: hello@trackthatadvisor.com

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Ep #13: Using AI Efficiently in the Advisory World

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