Smart advice when it matters most
Bring Proactive Advice
to More Clients
When Advisors Lead with Personal and Timely Advice, Everybody Wins
Never miss another key moment to engage with your clients again
Bento Engine is the only integrated content and technology platform designed to provide proactive and impactful advice to your clients and prospects during key moments on their financial journeys.
Deliver timely advice to your clients with less than 5 minutes of preparation
Not only will Bento notify you of the best time to reach out to your clients, we will also provide you with everything you need to engage with your clients immediately.
Communicate with your clients and prospects on their terms
You get to choose the best communication format on a client-specific basis. Visuals, talking points, email templates - we’ve got you covered!
Register for our Upcoming Live Product Tours
Want to see how advisors are deepening their client relationships and converting more prospects faster by leading with proactive advice?
User Testimonials
Hear what our customers have to say!
Make Your CRM Work Even Harder For You
No new system to learn or additional logins. Our engine constantly scans your entire book of business for upcoming advice opportunities and sends you alerts with client-ready advice materials in multiple formats.
Why Bento?
Americans need more advice beyond investing
- 68% pass without a Will (Source: caring.com, 2021)
- 64% don't know what a 529 Plan is (Source: Edward Jones, 2021)
- Only 15% of those eligible make Catch-up Contributions in their retirement accounts (Source: Vanguard, 2021)
Leading with advice drives organic growth
- Loyalty - Build trust and loyalty by providing personal, timely advice
- Referrals - Make your clients talk about and refer you more often
- Share of Wallet - Consolidate assets by becoming the trusted partner
- Prospect Conversion - Differentiate your practice by providing personalized service during "Moments That Matter"
Efficiency
- Mine all the great data in your CRM, make the CRM work even harder for you
- Reduce meeting / call prep time via pre-packaged, ready-to-go materials
Compliance
- Approve all content once, then use many times
- Easily demonstrate how you earn your fees
- Laws and regulations change all the time - and when they do, we update the materials centrally, so you don't have to
Scalability
- Serve all your clients and prospects with the advice they deserve
- Ensure a "minimum standard of care" across your entire book of business or firm
Multi-format materials
Communicate with your clients and prospects on their terms, pick the best communication format on a client-specific basis:
- Graphs for visual learners
- Talking Points for audio learners
- Emails for the on-the-go folks
Our Business Model
Software as a Service connected to your CRM.
Not competing with Financial Advisors, but a solution for you.
Are always in control, call the shots.