Ryan Eisenman is the Co-founder and CEO of Arch, a fintech company that automates the administration and management of private investments. A Houston native, he graduated from Vanderbilt University with a degree in Human and Organizational Development, along with minors in Corporate Strategy, Financial Economics, and Economics. Before founding Arch in 2018, Ryan gained experience in business development and analysis through roles at firms such as Deloitte and Techstars. Under his leadership, Arch has grown to serve over 270 clients, managing more than $100 billion in alternative investments. ​

Managing private market investments is often a tedious, time-consuming process. Advisors and investors must sift through countless emails, log into multiple portals, and manually extract key information from financial documents. Is there a way to streamline this workflow and free up valuable time for more strategic decision-making?

Ryan Eisenman, an expert in investment management technology, recognized these inefficiencies and co-founded a solution to automate them. He explains how AI and automation can eliminate manual document processing, allowing investment professionals to access structured data and pre-built dashboards instantly. He shares how leveraging AI to summarize lengthy financial reports can drastically improve efficiency and decision-making. Ryan also discusses the importance of balancing automation with a managed service approach to ensure accuracy when dealing with unpredictable document formats.

In this episode of The Customer Wins, Richard Walker interviews Ryan Eisenman, CEO of Arch, about using AI to simplify private investment management. Ryan explains how automation helps investment professionals manage their portfolios more effectively. He also covers the evolution of his company’s technology, the importance of customer feedback in product development, and strategies for building a scalable, customer-focused business.

Bennett Maxwell is the Founder of Dirty Dough. Beginning his entrepreneurial journey in elementary school by selling candy bars, Bennett now leads a pioneering cookie-selling franchise. Dirty Dough's innovative centralized production introduces the first-ever three-layer cookie, streamlining franchise operations by addressing challenges like waste, quality control, and supply chain at the corporate level. This unique model allows franchises to operate with reduced costs and labor. With Dirty Dough, Bennett is looking to raise mental health awareness by encouraging authenticity and self-acceptance.

Scaling a business is no easy feat, especially when you aim to expand from a single location to a nationwide brand within a few years. Entrepreneurs often struggle with simplifying operations, maintaining brand identity, and keeping a work-life balance while growing exponentially. How can business owners build a franchise model that is both scalable and fulfilling?

Bennett Maxwell, an experienced entrepreneur with a background in franchising and solar energy, shares his approach to overcoming these challenges. He emphasizes the importance of simplifying processes for franchisees by standardizing operations, centralizing production, and minimizing training time. He also highlights the role of branding in creating an emotional connection with customers, crafting a mission that extends beyond the product itself. By assembling an expert advisory board, leveraging AI for sales and marketing, and maintaining a strict work-life balance, Bennett found a way to rapidly scale his business while staying aligned with his personal values.

In this episode of The Customer Wins, Richard Walker interviews Bennett Maxwell, Founder of Dirty Dough Cookies, about scaling a franchise with simplicity and purpose. Bennett shares how he streamlined operations, built a strong brand, and maintained a work-life balance while growing rapidly. He also discusses using AI for efficiency, the power of mentorship, and his decision to sell the company for long-term success.

Sindhu Joseph is the Founder and CEO of CogniCor, an AI-driven digital assistant platform transforming customer engagement in financial services. She holds a PhD in Artificial Intelligence and has co-authored six US patents. Recognized among WealthManagement.com's Ten to Watch in 2023, Sindhu is a member of the Forbes Technology Council. Her global background spans India, Europe, and the USA, and she is passionate about democratizing access to wealth through AI. ​

Many financial advisors struggle with time-consuming administrative tasks, leaving them with less time to focus on their clients and provide high-value advice. With only 30% of US households receiving financial guidance, how can technology help advisors scale their services and reach more people? Could artificial intelligence be the key to personalizing financial advice while improving efficiency?

Sindhu Joseph, an artificial intelligence expert and founder of a leading AI-driven financial technology company, believes AI can revolutionize wealth management. She explains how AI copilots help advisors by automating meeting preparation, summarizing client interactions, and providing proactive recommendations. These tools save advisors an average of 3.5 hours daily, allowing them to focus on building relationships rather than administrative tasks. Sindhu also discusses how AI enhances personalization by recalling essential client details and delivering real-time market insights, helping advisors stay ahead of client needs.

In this episode of The Customer Wins, Richard Walker interviews Sindhu Joseph, Founder and CEO of CogniCor, about how AI is transforming financial advising. Sindhu shares how AI reduces advisors’ workload, improves client relationships, and enhances operational efficiency. She also discusses compliance considerations, the future of AI in wealth management, and how AI’s rapid advancements are reshaping the industry.