Cross Off Your Check-In
Bento Engine’s Next Best Conversation tool solves for the dreaded meeting-about-a-meeting.
Empowering Financial Advisors to bring better advice to more families.
So that families thrive and advisor practices grow.
Empowering Financial Advisors
to bring better advice to more families.
So that families thrive and advisor practices grow.
Why Bento
1
Americans need more advice beyond investing
of Americans pass without a Will
Source: Caring.com Study, 2021
don't know what a 529 Plan is
Source: Edward Jones 529 Study, 2021
of eligible investors don't make catch-up contributions
Source: Vanguard “How America Saves”, 2021
2
Clients reward Financial Advisors that Lead with Advice
“If you received proactive advice beyond investing, how likely would you be to …
Remain Loyal
Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)
“If you received proactive advice beyond investing, how likely would you be to …
Recommend the Advisor
Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)
“If you received proactive advice beyond investing, how likely would you be to …
Consolidate Assets
Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)
A need … and an opportunity!
Our Business Model
SaaS
Software as a Service connected to your CRM.
B2B(2C)
Not competing with Financial Advisors, but a solution for you.
Advisors
Are always in control, call the shots.
Bento
Our Solutions
Bento helps Advisors build deeper client relationships by leading with advice for meaningful, proactive client engagement. Bento connects with your CRM through proven APIs to mine for advice opportunities and deliver relevant content back through the CRM.
4 Bento Programs
1. Life in #s
Description
- Proactively advise all your clients and prospects ahead of 15 key regulatory birthdates, 15 “Moments That Matter” (e.g., Catch-up Contributions, QCDs, Working Papers for the Kids)
Delivery
- Timely Advice Alerts in your CRM
Materials
- Client-ready, compliance pre-approved, multi-format
2. Life in #s
DTC Version
Description
- Automatically send educational emails to e.g., Prospects or Retirement Plan Participants
Delivery
- Automatic emails from your account
Materials
- Client-ready, compliance pre-approved emails, plus attachments
3. Children
and Wealth
Description
- Proactively help with financial literacy of your clients’ and prospects’ children
Delivery
- Timely Advice Alerts in your CRM
Materials
- Client-ready, compliance pre-approved emails, plus attachments
4. Life Events
Description
- Advise all your clients and prospects as they experience key Life Events (e.g., Getting Married or Divorced, Having a Child, Buying a Home, Moving to FL)
Delivery
- Delivery through your CRM
Materials
- Client-ready, compliance pre-approved, multi-format
Bento
Powerful
Advice Engine
Proprietary
Content Library
Advice
Timing Expertise
Our Mission
To bring better advice beyond investing to more American families.
Via their caring financial advisor.
So that families thrive, and advisor practices grow.
Testimonials
Curious about what people have to say about us?
"I firmly believe that advisors who are looking to better serve their clients and convert more prospects are absolutely going to benefit from the powerful technology, smart content and life planning expertise that the Bento team has to offer."
Kelly WaltrichMarketing Expert 
"Bento is quick and easy to integrate, the API has a seamless connection to our CRM, and the team is a joy to work with."
Darlene KiteDirector of Operations, RLS Wealth Management 
"My clients benefit from timely, impactful advice ... and Bento has helped me make a deeper connection with them!"
Alex ChalekianLake Avenue Financial 
"For years I have wanted to build something like this. Being able to educate clients ahead of important lifetime milestones, in a way that is both personal and scalable, is a win for advisors and clients."
Melinda DavisDavis Wealth Advisors 
"As client expectations around quantity and quality of advice continue to rise fast, leading wealth managers must adopt ever smarter technologies.
Bento is developing new ways to support wealth managers with that transition."
Alois PirkerAiteNovarica Group Bento is developing new ways to support wealth managers with that transition."
"Bento's algorithms are sound and the APIs are robust — connecting into existing CRMs is key for quick delivery and fast Advisor adoption."
Rodrigo FrancoCEO, Flexcode Software 
"Scaling personalized, proactive advice and information is critical. Bento’s technology allows us to do just that."
Jason GabrieliHFM Investment Advisors 
"Bento Engine’s approach is arguably less about a “Next Best Action”, per se, and more about facilitating the “Next Best Conversation” that an advisor can have with the client to add value."
Michael Kitceskitces.com 
"More personalized content delivered at the point of need and conveyed in meaningful ways is what leads to the ability to actually impact client behavior and improve client outcomes. That's the difference between generic, cookie-cutter advice and personalized, proactive advice – and why what Bento is doing is so important."
Gavin SpitznerWealth Consulting 
Management Team
Our Management Team and Advisory Council have decades of diverse experience
as entrepreneurs and senior leaders in wealth management and technology.
Management Team
Gavin Hay
Philipp Hecker
Greg Quental
Jeff Wald
Advisory Council
Marty Bicknell
Alex Chalekian
Shannon Eusey
Rodrigo Franco
Greg Friedman
Doug Fritz
Jen Goldman
Anton Honikman
Matthias Kuhlmey
Andy Putterman
Greg Soueid
Gavin Spitzner
John Sweeney
Kelly Waltrich
Carley Dillon
Jennifer Fox
Where are you on your journey?
In the US, there are 15 birth-dates, 15 distinct age-points ranging from 0 to 72 that really matter, because they trigger distinct wealth management risks and opportunities.
What key milestones and decisions are next for you?
