Beemo Automation
HQ Address
Chicago, IL, United States
Website Address
Business introduction
We Modernize Wealth Management Businesses
Our services streamline your business with tech strategy, tailored automations and custom AI solutions
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.
Beemo Automation Solutions
Beemo Automation
Software integrations Seamlessly connect and synchronize your technology stack to eliminate manual data entry and ensure consistency across platforms. Workflow automations Streamline repetitive tasks with powerful automations designed to save time and enhance operational efficiency, leveraging low-code tools like Zapier and PowerAutomate. AI agents Elevate your processes with AI-powered automations that use generative AI to......
