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 Matter™️.

Solution
Bento connects via APIs into your CRM, where our algorithms constantly scan your entire book of business to identify upcoming advice opportunities.

When we find one, we alert you via a Task/Activity in your CRM.

That Task/Activity not only indicates a ‘Next Best Action’ (or better ‘Next Best Conversation’ as Kitces puts it), but it also gives you links to compliance pre-approved, impactful materials for you to leverage. We also include a set of Internal Use Only Advisor FAQs, so that you can brush up on the topic as needed.

The advice comes in multiple formats so that you can pick the best communication mode on a client- or prospect-specific basis.

So you can engage all of your clients and prospects on the right topics, at the right time, in the right way.