Bento currently offers 4 powerful programs that allow you to serve all of your clients and prospects comprehensively during Moments That Matter.
- 1) Want to proactively advise your entire book of business on upcoming age milestones that trigger distinct wealth management risks or opportunities? You can do that.
- 2) Have a large prospect book or cover thousands of Retirement Plan Participants and want to cover them automatically with impactful guidance at scale? Our DTC program can do that for you.
- 3) Care about the Next Generation of your client family and want to help parents instill Financial Literacy? Bento can help.
- 4) Want to be there for your clients during major Life Events such as getting married, divorced or having a child? We've got you covered.
- Learn more about our programs below
1. Life in #s
Life in #s
Context
There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities
- 10 relate to retirement
- 5 relate to the Next Gen of the client family
- Althought they are highly predicatable and consequental advice opportunties, not all clients and prospects are getting proactive, impactful advice on these Moments That Matter
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.
- So you can engage all of your clients and prospects on the right topics, at the right time, in the right way
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.
- Everyone wins when you Lead with Advice
Life in #s
Pricing
Starting at $79/seat/month – volume discounts and enterprise pricing available
- We only charge for the lead advisor seat – any support functions get enabled for free
- Bundled pricing available if you want to use both the Life in #s and Life Events programs to advise your clients and prospects: $129/month/seat for both programs (as opposed to two times $79 = $158)
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.
- Highly efficient, scalable advice for large pools of recipients
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.
- Fully automated, zero effort on your part; find your “diamonds in the rough”
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
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.
- Fully automated, zero effort on your part; find your “diamonds in the rough”
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.
- Everyone wins when you Lead with Advice, at scale
Life in #s - Direct to Client Version
Pricing
Contact us to discuss
- Pricing depends on book size and your tech stack
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
- A big client need / major advice opportunity
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).
- When you help your families with educating the Next Generation, everyone wins
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
- We only charge for the lead advisor seat – any support functions get enabled for free
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
- Ranging from Birth to Loss of a Loved One
- Dozens of high-impact opportunities to Lead with Advice
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.
- So you can engage all of your clients and prospects on the right topics, at the right time, in the right way
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.
- Everyone wins when you Lead with Advice
Life Events
Pricing
Starting at $79/seat/month – volume discounts and enterprise pricing available
- We only charge for the lead advisor seat – any support functions get enabled for free
- Bundled pricing available if you want to use both the Life in #s and Life Events programs to advise your clients and prospects: $129/month/seat for both programs (as opposed to two times $79 = $158)