Bento currently offers 4 powerful programs that allow you to serve all of your clients and prospects comprehensively during Moments That Matter.

1. Life in #s

Life in #s

Context

There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities

Life in #s

Solution

Bento connects via APIs into your CRM, where our algorithms constantly scan your entire book of business to identify upcoming advice opportunities.

When we find one, we alert you via a Task/Activity in your CRM.

That Task/Activity not only indicates a ‘Next Best Action’ (or better ‘Next Best Conversation’ as Kitces puts it), but it also gives you links to compliance pre-approved, impactful materials for you to leverage. We also include a set of Internal Use Only Advisor FAQs, so that you can brush up on the topic as needed.

The advice comes in multiple formats, so that you can pick the best communication mode on a client- or prospect-specific basis.

Life in #s

Sample Materials

Age 50 – Catch-up Contributions (to note, only 10-15% of eligible investors currently avail themselves of this tax-advantaged investing opportunity)

PPT/PDF
For visual learners

Talking Points
For audio learners

emails
For on-the-go folks

IUO Advisor FAQs
Backpocket details/training for the advisor

Life in #s

End Benefits

For clients: A better client experience and better client outcomes.

For advisors: More satisfied clients with higher loyalty, higher referral rate and higher share of wallet. Improved prosect conversion due to differentiated advice.

Life in #s

Pricing

Starting at $79/seat/month – volume discounts and enterprise pricing available

2. Life in #s - Direct to Client Version

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.

Life in #s - Direct to Client Version

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.

Engaging the next generation of wealth

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.

Life in #s - Direct to Client Version

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.

Life in #s - Direct to Client Version

End Benefits

Prospecting Use Case: Driving prosect conversion by leading with personalized, differentiated advice.

Retirement Plan Participants Use Case: Driving engagement and unearthing real wealth management needs/opportunities. Offeirng this value-added service will also appeal to plan sponsors, thus you win more business.

Life in #s - Direct to Client Version

Pricing

Contact us to discuss

3. Children & Wealth

Children & Wealth

Context

Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how

Children & Wealth

Solution

Every two years, as the children turn 4, 6, 8, … years of age, you will receive a Bento Alert in your CRM. The Alert includes links to compliance pre-approved, age-appropriate information, guidance and exercises that you can share with your client or prospect family. This program was developed in partnership with leading educators such as Susan Doty (Director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler).

Engaging the next generation of wealth

Children & Wealth

End Benefits

Clients: More engaged, educated and empowered children.

Advisors: Tremendous goodwill and trust from parents, plus an opportunity to connect with the Next Gen in early and constructive ways.

Children & Wealth

Pricing

To be announced, contact us if interested

4. Life Events

Life Events

Context

There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects

Life Events

Solution

As soon as you get wind of a Life Event happening for one of your clients or prospects, you go into your CRM and flag the respective contact.

Bento then send an advice package with relevant multi-format materials for you to leverage in form of a Task/Activity.

As always, the advice comes in multiple formats, so that you can pick the best communication mode on a client- or prospect-specific basis. We also include a set of Internal Use Only Advisor FAQs, so that you can brush on the topic as needed.

man holding lighted

Life Events

Sample Materials

Moving to a New State (to note, every year ~3mm Americans move across state lines)

PPT/PDF
For visual learners

Talking Points
For audio learners

emails
For on-the-go folks

IUO Advisor FAQs
Backpocket details/training for the advisor

Life Events

End Benefits

For clients: A better client experience and better client outcomes.

For advisors: More satisfied clients with higher loyalty, higher referral rate and higher share of wallet. Improved prosect conversion due to differentiated advice.

Life Events

Pricing

Starting at $79/seat/month – volume discounts and enterprise pricing available