Bento Engine
HQ Address
1771 Post Road East, #123, Westport, CT 06880, United States
Website Address
Business introduction
Scaling Moments That Matter™
AI That Works for Advisors, and Their Clients
Bento empowers you to systematically serve all of your clients and prospects with timely, personal and impactful advice. When you lead with advice, everybody wins!
Bento integrates via APIs into your CRM, and makes that work even harder for you and your contacts. We not only alert you of upcoming advice opportunities, but also provide you with purpose-built, compliance pre-approved materials to execute with. Bento is award-winning, and integrates into all major CRMs (including Saleforce, Redtail, Wealthbox, Practifi, and others),
Bento Engine Solutions
Bento for Enterprises
Leading with proactive advice through Bento Engine ensures deeper client relationships and faster prospect conversions. What Bento Does Bento puts your advisors in a position to lead with timely, personal and impactful advice during key Life Events and ahead of Age Based Milestones. Across their entire book of business, including their prospects.......
business needs
view solutionChildren & Wealth
Context Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how. A big client need / major advice opportunity. Solution Every two years, as the children turn 4, 6, 8, and… years of age, you will......
business needs
view solutionLife Events
Context There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects. Ranging from Birth to Loss of a Loved One Solution As soon as you get wind of a Life Event happening for one of your clients or prospects, you go into your CRM......
business needs
view solutionLife in #s
Context There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities. 10 relate to retirement 5 relate to the Next Gen of the client family Although they are highly predictable and consequential advice opportunities, not all clients and prospects are getting proactive, impactful advice on these Moments That......
business needs
view solutionLife in #s – Direct to Client Version
Context In case you have large prospect books or cover large pools of Retirement Plan Participants, you may want to send them age-based advice in an automated way. Highly efficient, scalable advice for large pools of recipients. Solution Bento can connect with your email or Marketing systems (Hubspot, Constant Contact, MailChimp, etc.) and automatically......
business needs
view solutionYour Journey
Context You have a website. You have traffic on that website. You have a Contact Me form … and yet, if you are like most other advisors, you only convert a very small percentage of website visitors into booked meetings. Solution Bento can help. Let’s install our “Your Journey” Lead Gen tool on......
