About Beemo Automation
At Beemo Automation, we're on a mission to revolutionize the financial advisory industry through the power of AI and automation. Founded by Ben Olsen, a unique blend of financial advisor turned AI engineer, our company bridges the gap between cutting-edge technology and the practical needs of wealth management professionals.
Our Story
Beemo automation was born from a vision to transform how financial advisors work, enabling them to focus more on what truly matters: their clients and growing their business.
Our founder, Ben Olsen, started his career in wealth management, working as an advisor for both Merrill Lynch and an independent advisory firm. This experience gave him firsthand insight into the day-to-day challenges faced by financial advisors and the inefficiencies that often bog down their practice.
Driven by a passion for technology and its potential to solve real-world problems, Ben made a pivotal career shift. He immersed himself in the world of tech, learning to code and eventually becoming an AI engineer. This unique combination of financial industry knowledge and technical expertise forms the cornerstone of Beemo Automation's approach.
Our Approach
We understand that every advisory practice is unique. That's why we don't believe in one-size-fits-all solutions. Instead, we:
Listen carefully to understand your specific needs and challenges
Analyze your existing technology stack and workflows
Design custom automation solutions that seamlessly integrate with your current systems
Implement and rigorously test these solutions to ensure they deliver real value
Provide ongoing support and optimization to keep your practice at the cutting edge
By harnessing the power of AI and automation, we're not just improving efficiency – we're helping to reshape the entire landscape of financial advisory services.
Our Vision
We believe that the future of wealth management lies at the intersection of human expertise and AI-powered automation. Our vision is to empower financial advisors and RIAs with tools that:
Dramatically reduce time spent on repetitive tasks
Enhance the accuracy and completeness of client data
Improve compliance and record-keeping
Enable more personalized and timely client communications
Free up advisors to focus on relationship-building and strategic planning
By harnessing the power of AI and automation, we're not just improving efficiency – we're helping to reshape the entire landscape of financial advisory services.
Our Team
Led by Ben, our team consists of talented AI engineers, automation experts, and financial industry veterans. This diverse skill set allows us to speak both "tech" and "finance," ensuring that our solutions are not just technically sound but also practically applicable in the real world of financial advisory.