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Bento Direct
Have a large prospect book or cover thousands of Retirement Plan Participants and want to cover them automatically with impactful guidance at scale?
Our Bento Direct program can do that for you.
Life 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.
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 send timely and impactful emails on your behalf. You then get to serve qualified inbound leads.
Fully automated, zero effort on your part; find your “diamonds in the rough”
End Benefits
Everyone wins when you Lead with Advice
Prospecting Use Case
Drive prospect conversion by leading with personalized, differentiated advice.
Retirement Plan Participants Use Case
Driving engagement and unearthing real wealth management needs/opportunities. Offering this value-added service will also appeal to plan sponsors, thus you win more business.