How can retirement plan advisors leverage technology to drive efficiency and increase profitability when conducting RFPs? My guest today is Benetic CEO Ray Conley. Benetic is a new advisor-centric platform that brings together record keepers, asset managers, and other service providers. Advisors can search for and select plan service providers, choose a fund lineup, and generate a proposal in minutes making the selection and maintenance of retirement plan services easier and more efficient. On today's episode, Ray and I discuss his background as a venture capitalist and fintech in the ERISA space. We also take a deep dive into Benetic, how the platform works, the revenue model, how data and privacy is handled, as well as much more.

How can retirement plan advisors leverage technology to drive efficiency and increase profitability when conducting RFPs? My guest today is Benetic CEO Ray Conley. Benetic is a new advisor-centric platform that brings together record keepers, asset managers, and other service providers. Advisors can search for and select plan service providers, choose a fund lineup, and generate a proposal in minutes making the selection and maintenance of retirement plan services easier and more efficient. On today's episode, Ray and I discuss his background as a venture capitalist and fintech in the ERISA space. We also take a deep dive into Benetic, how the platform works, the revenue model, how data and privacy is handled, as well as much more.

Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. 

Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks, creator of <a href="https://www.perseptiv.io">Perseptiv</a> and <a href="https://www.feemetriks.com">FeeMetri(k)s</a>, as well as the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

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The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks, creator of Perseptiv and FeeMetri(k)s, as well as the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. 

Your host, Josh Itzoe, is the Founder &amp; CEO of FiduciaryWorks, creator of <a href="https://www.perseptiv.io" rel="noopener noreferrer">Perseptiv</a> and <a href="https://www.feemetriks.com" rel="noopener noreferrer">FeeMetri(k)s</a>, as well as the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

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Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic

Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic

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