AI That Works for Financial Advisors

Bring Proactive Advice
to More Clients

Life Events and Age Based Milestones are great opportunities to lead with timely, personal and impactful advice. Our award-winning technology and content solution allows you to do that in efficient and compliant ways, for all of your clients and prospects.

Because when you lead with advice, everybody wins!

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Make Your CRM Work Even Harder For You

No new system to learn or additional logins. Our engine constantly scans your entire book of business for upcoming advice opportunities and sends you alerts with client-ready advice materials in multiple formats.

User Testimonials

Hear what our customers have to say!

Darlene Kite

Director of Operations, RLS Wealth Management

"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."

Alex Chalekian

Lake Avenue Financial

"My clients benefit from timely, impactful advice ... and Bento has helped me make a deeper connection with them!"

Melinda Davis

Davis Wealth Advisors

"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."

Rodrigo Franco

CEO, Flexcode Software

"Bento's algorithms are sound and the APIs are robust — connecting into existing CRMs is key for quick delivery and fast Advisor adoption."

Jason Gabrieli

HFM Investment Advisors

"Scaling personalized, proactive advice and information is critical. Bento’s technology allows us to do just that."

Michael Kitces

kitces.com

"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."

Gavin Spitzner

Wealth Consulting

“Bento empowers Advisors to provide the right advice, to the right clients, at the right point in time, in the right way.”

Dr. Preston Cherry

"Bento helps encourage and normalize cross-generational money conversations that inspire healthy money values."

Greg Friedman

“The CRM is the foundation that advisors build their business on. And Bento makes the CRM work even harder for advisors, and their clients.”

When Advisors Lead with Personal and Timely Advice, Everybody Wins

Never miss another key moment to engage with your clients again

Bento Engine is the only integrated content and technology platform designed to provide proactive and impactful advice to your clients and prospects during key moments on their financial journeys.

Deliver timely advice to your clients with less than 5 minutes of preparation

Not only will Bento notify you of the best time to reach out to your clients, we will also provide you with everything you need to engage with your clients immediately.

Communicate with your clients and prospects on their terms

You get to choose the best communication format on a client-specific basis. Visuals, talking points, email templates - we’ve got you covered!

Why Bento?

Americans need more advice beyond investing

68% pass without a Will (Source: caring.com, 2021)
64% don't know what a 529 Plan is (Source: Edward Jones, 2021)
Only 15% of those eligible make Catch-up Contributions in their retirement accounts (Source: Vanguard, 2021)

Leading with advice drives organic growth

Loyalty - Build trust and loyalty by providing personal, timely advice
Referrals - Make your clients talk about and refer you more often
Share of Wallet - Consolidate assets by becoming the trusted partner
Prospect Conversion - Differentiate your practice by providing personalized service during "Moments That Matter"

Efficiency

Mine all the great data in your CRM, make the CRM work even harder for you
Reduce meeting / call prep time via pre-packaged, ready-to-go materials

Compliance

Approve all content once, then use many times
Easily demonstrate how you earn your fees
Laws and regulations change all the time - and when they do, we update the materials centrally, so you don't have to

Scalability

Serve all your clients and prospects with the advice they deserve
Ensure a "minimum standard of care" across your entire book of business or firm

Multi-format materials

Communicate with your clients and prospects on their terms, pick the best communication format on a client-specific basis:

Graphs for visual learners
Talking Points for audio learners
Emails for the on-the-go folks

Bento Proudly Integrates With

Register for our Upcoming Live Product Tours

Want to see how advisors are deepening their client relationships and converting more prospects faster by leading with proactive advice?

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.