Press Release
Bento Engine is Proud to Announce Seed Funding from Wealth Management Industry Leaders
Bento Engine is Proud to Announce Seed Funding from Wealth Management Industry Leaders
Bento Engine
On-Demand
Webinar Library
Want to learn more about powering proactive advice and how to implement Bento Engine for your business?
You’re in the right place! Explore the latest videos and on-demand webinars in our webinar library below.
Advice Technology + CRM: The Integration of Bento Engine + Wealthbox
Featuring:
- Jomin Bishop, Wealthbox
- Philipp Hecker, Bento Engine
Discover how the integration between Bento Engine and Wealthbox helps advisors deepen their client relationships by leveraging powerful advice technology, a library of compliance pre-approved content, and advice timing expertise from within the CRM.
Leveraging Your Client or Prospect’s Age Milestones to Exponentially Grow Your Business
Featuring:
- Philipp Hecker, Bento Engine
- Susan Theder, FMG
- Alex Chalekian, Lake Avenue Financial
- Suzanne Siracuse, Suzanne Siracuse Consulting
Personalization is the holy grail and the key to successful communication. And one simple but often underutilized personalization strategy is based on age triggers. In this webinar, we explore how age-targeted marketing allows advisors to communicate specific wealth management risks and opportunities tied to milestones in a client’s or prospect’s life.
Bento Engine + Redtail CRM: Empowering Financial Advisors to Bring Better Advice to More Families
Featuring:
- Philipp Hecker, Bento Engine
- Greg Quental, Bento Engine
- Austin Johnson, Redtail
In this webinar, we share how Bento connects with your Redtail CRM through a proven Application Programming Interface (API) to identify advice opportunities and deliver relevant content back through the Redtail CRM to the advisor.
The Power of Advice Beyond Investing
Featuring:
- Philipp Hecker, Bento Engine
- Greg Quental, Bento Engine
In this on-demand webinar, we explore the opportunity for caring advisors to bring advice beyond investing to more families across the wealth spectrum and how technology allows advisors to scale personalized delivery.