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● Now approved at Cambridge
Smart advice when it matters most
Lead with advice during Moments That Matter.
Life events and age-based milestones are great opportunities to lead with timely, personal, and impactful advice. Bento’s integrated technology and content solution helps you to do exactly that, for all of your clients and prospects — in efficient, compliant ways.
Because when you lead with advice, everybody wins.
Cambridge + BENTO ENGINE
Bento Engine is now approved for use across the Cambridge network — giving you direct access to “Moments That Matter”, all within your CRM.
Compliance pre-approved
CRM-embedded
● Now approved at Cambridge
Smart advice when it matters most
Lead with advice during Moments That Matter.
Life events and age-based milestones are great opportunities to lead with timely, personal, and impactful advice. Bento’s integrated technology and content solution helps you to do exactly that, for all of your clients and prospects — in efficient, compliant ways.
Because when you lead with advice, everybody wins.
Bento Engine is now approved for use across the Cambridge network — giving you direct access to “Moments That Matter”, all within your CRM.
Compliance pre-approved
CRM-embedded
● Now approved at Cambridge
Smart advice when it matters most
Lead with advice during Moments That Matter.
Life events and age-based milestones are great opportunities to lead with timely, personal, and impactful advice. Bento’s integrated technology and content solution helps you to do exactly that, for all of your clients and prospects — in efficient, compliant ways.
Because when you lead with advice, everybody wins.
Cambridge + BENTO ENGINE
Bento Engine is now approved for use across the Cambridge network — giving you direct access to “Moments That Matter”, all within your CRM.
Compliance pre-approved
CRM-embedded
Why Bento?
One platform, four steps to lead with advice.
Bento mines the data already sitting in your CRM and turns it into a repeatable rhythm: Identify the moment, get alerted, deliver instantly, and strengthen the relationship. Here’s how each step works.
1
Identify
Bento Identifies opportunities already sitting in your CRM.
2
Get alerted
You receive timely alerts based on age milestones and key life events, so no moment slips by.
3
Deliver Instantly
You can pick from multi-format, compliance pre-approved materials – picking the right mode of communication is key to success.
4
Strengthen the relationship
Your timely, relevant engagement turns into deeper trust, more referrals, and stronger retention.
1
Identify
Bento Identifies opportunities already sitting in your CRM.
2
Get alerted
You receive timely alerts based on age milestones and key life events, so no moment slips by.
Deliver Instantly
You can pick from multi-format, compliance pre-approved materials – picking the right mode of communication is key to success.
Strengthen the relationship
Your timely, relevant engagement turns into deeper trust, more referrals, and stronger retention.
What We Do
Expand and scale your business with our
3 Content programs.
Bento Engine helps client-centric advisors deepen existing relationships and convert more prospects faster by systematically leading with proactive advice during “Moments That Matter”.
01
Life in Numbers
Advise proactively on 16 age-based milestones that matter. Bento automatically alerts you of upcoming advice opportunities in your CRM, and provides you with compliance pre-approved materials in multiple formats.
02
Life Events
Be there for clients and prospects during major life events. Bento supplies compliance pre-approved, impactful materials in multiple formats, all embedded right in your CRM.
03
Children & Wealth
Help clients introduce their children to money and wealth. Bento equips you with age-appropriate guidance and activities to share as the children grow, every two years.
01
Life in Numbers
Advise proactively on 16 age-based milestones that matter. Bento automatically alerts you of upcoming advice opportunities in your CRM, and provides you with compliance pre-approved materials in multiple formats.
02
Life Events
Be there for clients and prospects during major life events. Bento supplies compliance pre-approved, impactful materials in multiple formats, all embedded right in your CRM.
03
Children & Wealth
Help clients introduce their children to money and wealth. Bento equips you with age-appropriate guidance and activities to share as the children grow, every two years.
01
Life in Numbers
Advise proactively on 16 age-based milestones that matter. Bento automatically alerts you of upcoming advice opportunities in your CRM, and provides you with compliance pre-approved materials in multiple formats.
02
Life Events
Be there for clients and prospects during major life events. Bento supplies compliance pre-approved, impactful materials in multiple formats, all embedded right in your CRM.
03
Children & Wealth
Help clients introduce their children to money and wealth. Bento equips you with age-appropriate guidance and activities to share as the children grow, every two years.
A closer look
38 Moments That Matter
16 Age-Points + 14 Life Events + 8 Children & Wealth = 38 Moments
Every age-based milestone, life event, and children’s touchpoint opens the door to a proactive advice conversation.
Multi-Format Materials
Communicate with clients and prep yourself.
Pick the best communication format on a client-specific basis, and walk into every conversation already prepared with advisor-facing FAQs and training content.
Advisor
Client
Advisor
Client
Internal use only
Advisor FAQs
On-the-job training resources that help advisors learn more about specific topics and feel more confident discussing them with clients.
On-the-go
Ready-to-send email
A pre-written, compliance pre-approved email for the exact moment — personalize and send in minutes..
Visual learners
Presentation & PDF
A polished, client-ready leave-behind with graphs and charts, built for meetings and
follow-ups.
Audio learners
Talking points
Concise, client-ready talking points so you can guide the conversation naturally, without a script.
Internal use only
Advisor FAQs
On-the-job training resources that help advisors learn more about specific topics and feel more confident discussing them with clients.
On-the-go
Ready-to-send email
A pre-written, compliance pre-approved email for the exact moment — personalize and send in minutes..
Visual learners
Presentation & PDF
A polished, client-ready leave-behind with graphs and charts, built for meetings and
follow-ups.
Audio learners
Talking points
Concise, client-ready talking points so you can guide the conversation naturally, without a script.
“
No New System To Learn
Bento proudly integrates with your
CRM.
Our engine constantly scans your entire book of business for upcoming advice opportunities — no new logins, no new system to learn.
- Salesforce
- Redtail
- Wealthbox
- Microsoft Dynamics CRM
- Practifi
- Tamarac CRM
- SS&C Salentica
- HubSpot
- XLR8
Bento connects directly to the CRM you already use — set up once, and every advice opportunity flows in automatically.
3 Ways To Learn More
Ready to lead with advice for Your
clients?
Book a demo to see how Bento fits into the CRM you already use.
Bento Engine — Scaling Moments That Matter™