Bento Engine

When you lead with personal, timely and impactful advice, everybody wins. See how we can drive your organic business growth by leading with advice during #MomentsThatMatter.

"Wealthies" here we come!!! Bento is thrilled to be named a Finalist for the 2024 WealthManagement.com Industry Awards in the Technology: Business Support Systems | Workflow Automation category for our Bento Direct solution. Bento Direct supports client-centric Enterprises in serving large populations of contacts (e.g., Retirement Plan Prospects, or large pools of prospects) directly -- on the right topics, at the right point in time, in the right way. Because when you lead with advice, everybody wins. You can learn more about our Bento Direct program in our website www.bentoengine.com, and we'll see you at the Wealthies, tux on and all! https://lnkd.in/dgJMPx_m #wealthtech #organicgrowth #financialplanning

Workflows are the key to making your #wealthmanagement practice more efficient and effective. 💥 Join us and our friends at Wealthbox and Trust & Will on July 16 for an insightful demonstration of how to unleash the power of your CRM in client-centric ways. Because when you lead with advice, everyone wins! Register here: 👉 https://lnkd.in/ezrGqqzq Meghan Silva Andres Mazabel #financialplanning

Do you want to grow your #wealthmanagement practice? Are you interested in identifying and converting more well-fitting prospects? Then come and join an insightful conversation between WealthFeed's Sam Kendree and Bento Engine's Philipp Hecker on June 26th. You will walk away with actionable tips on how to: 🎈 Use powerful AI to identify and prioritize prospects ✨ Lead with personal, timely and impactful advice during "Moments That Matter" 🚀 Differentiate your practice, demonstrate your value-add, and convert more prospects faster Register here: https://lnkd.in/dGBycRxR #wealthplanning #fintech

The US #RIA industry remains vibrant, growing and diverse. According to the latest IAA Industry Snapshot: 🚀 There are 15,396 registered firms 👯 Serving 64.1mm clients 💲 Managing $128.4T in assets ✔ With 1mm+ employees Here is to the continued growth of the RIA industry, and choice of different business models and value propositions for clients. #financialplanning #wealthmanagement https://lnkd.in/dzXvYSkF

If you are a client-centric #financialprofessional looking to up your game this summer via insightful and actionable CE learning, then check out The American College's new Knowledge Hub+. This powerful just-in-time learning platform features the curated insights of today’s top thought leaders – available anytime and anywhere you are. Enjoy all-in-one access to the profession’s best and brightest, with over 60 hours of CE-eligible content from more than 35 trusted academics and field leaders. And Bento is delighted to offer a 1 hour session on the importance and power of leading with personal, timely and impactful advice. You can learn more here 👉👉👉 https://lnkd.in/eEcD-6SV #financialplanning #financialadvice

New business from new clients is the life-blood of your practice. WealthFeed helps you to indentify and prioritize well-fitting prospects, and informs you of relevant life events they are experiencing. And Bento Engine helps you to convert these prospects by leading with timely, personal and impactful advice during "Moments That Matter". Come and learn more during our joint webinar on June 26th at 1pm -- you will walk away with practical insights around: -- The power of AI in identifying and prioritizing high-value prospects for you -- How to differentiate yourself and convert more prospects by leading with proactive advice -- How to drive your organic grwoth rate by embracing powerful technology that makes you more human more often Register here: https://lnkd.in/dXdjBBXP #wealthmanagement #financialadvice #wealthtech

Today a year ago, we celebrated the rise of #AdviceEngagement in this Advisorpedia article. Everybody wins when you lead with timely, personal and impactful #advice! Asset-Map visiWealth ForwardLane Inc. fpPathfinder FP Alpha Absolute Engagement #cfp https://lnkd.in/ekewz2mj

Hanlon Investment Management and Bento Engine are hosting an information-rich webinar on June 18th on how to drive #ria and #financialadvisor growth by systematically leading with advice. 💡 The life journeys of your clients and prospects are full of #MomentsThatMatter, including Life Events and Age-Based Milestones -- learn how to use them proactively. 🚀 Because when you lead with personal, timely and impactful advice, everybody wins! ✅ Sign up 👉  https://lnkd.in/eMy49HFX

New business from new clients is the life-blood of your practice. WealthFeed helps you to identify and prioritize well-fitting prospects, and informs you of relevant life events they are experiencing. And Bento Engine helps you to convert these prospects by leading with timely, personal and impactful advice during "Moments That Matter". Come and learn more during our joint webinar on June 26th at 1pm -- you will walk away with practical insights around: ✅ The power of AI in identifying and prioritizing high-value prospects for you 🎓 How to differentiate yourself and convert more prospects by leading with proactive advice 🚀 How to drive your organic growth rate by embracing powerful technology that makes you more human more often Register here: https://lnkd.in/dXdjBBXP #wealthmanagement #financialadvice #wealthtech