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Turn Deposit Clients into
Full Wealth Relationships -
Effortlessly.
Empower your teams to deliver timely, personalized advice and grow AUM - without adding headcount.
You are sitting on a goldmine of
untapped opportunity
Most regional banks have thousands of clients with only a checking or savings account. Meanwhile, they’re experiencing major life moments—job changes, new babies, retirement—that demand real financial advice.
📊 Only 5% of deposit clients have wealth relationships* because 84% of banks are missing the opportunity**
Meet Bento Engine: Your Wealth Growth Co-Pilot
🎯Milestone Detection
Proactively identify and advise on Catch-Up Contributions, Retirement Withdrawals, Max Saver, and more!
📨Compliant Advice Delivery
Pre-approved content tailored to each moment.
🧠In-The-Moment Training
Your team gets coaching tips at the moment they need them.
🔗Seamless CRM Integration
Works with Salesforce, Wealthbox, Redtail, and more!
Bento Delivers $4.5m in Net New Asset Opportunities
Per Advisor - Year After Year
“Bento helps us to scale our best advice, and to mine for wealth management opportunities in our deposit-only book.”
— Director of Marketing Strategy and Planning
Let's Build Your Growth Engine - Together.
Fill out the form to schedule a personalized demo and see how Bento Engine can help you convert more clients and scale your wealth business.
