benjamin®
AI in Finance
FutureProofing the Human + Digital
AI is changing finance. Let’s make the most of it.
As a financial advisor and fintech entrepreneur, Matt Reiner is passionate about using AI not to replace advisors—but to empower them. His focus? Helping firms scale with purpose and serve with more humanity, not less.
Matt’s View on AI in Wealth Management
AI isn’t the future—it’s already here. And it’s not a threat. It’s an opportunity.
For financial advisors, AI should be a tool of augmentation, not automation. It should streamline low-value, time-consuming tasks so that advisors can focus more on the things that matter: empathy, strategic guidance, and human connection.
“We don’t need AI to be a crystal ball—we need it to be a mirror, reflecting where we can improve, where we can grow, and how we can better show up for our clients.”
How Matt Helps Firms FutureProof with AI
Matt draws on two decades of experience across wealth management and fintech to guide advisors and firms into the AI age with clarity and confidence.
Engage With Him As A Speaker & Educator
He breaks down AI into practical, approachable concepts that advisors can use today.
Join The FutureProof Advisor Newsletter
Matt sends an email every other Thursday highlighting a specific AI tool and how it can be leveraged.
Watch The YouTube Series: AI in Finance
Every month, Matt unpacks three key headlines in AI and explores how they could impact the future of wealth management.
Work With Him As A Strategic Partner
He works hands-on with firms to ensure their technology stack enhances—not replaces—the human side of advice.
See the Vision in Action
Watch the AI Playlist on YouTube
Explore real use cases, live demos, and practical insights from Matt’s ongoing video series on AI in wealth management.
Read Matt’s Predictions for
AI in 2026
The Real Risk Isn’t AI—It’s Ignoring It
The biggest mistake the industry can make is standing still.
Firms that dismiss or misuse AI risk falling behind. But those who embrace it thoughtfully and intentionally will be positioned to scale smarter and serve better.
“AI can’t replace empathy, curiosity, or care. But it can clear the clutter that gets in the way of those things.”
Where AI Fits in an Advisor’s World
Matt sees real, actionable use cases for AI across the advisor workflow:
Communication:
Using AI to help advisors listen more effectively and engage with a deeper understanding.
Process Optimization:
Automating administrative tasks so advisors can invest more time in relationships.
Behavioral Finance:
Leveraging data to surface insights from client behavior—not just client words.
Personalization at Scale:
Creating bespoke client experiences, even across large books of business.
Have Matt Speak To Your Group About Leveraging AI
Walk away with an actionable list of ways you can implement AI into your financial firm
Let’s Talk About the Future of Advice.
Reach out to explore how Matt can support your firm’s journey into thoughtful, intentional AI integration.