Bento Engine Launches “Life Events” to Provide Financial Advisors with Content Guidance for Key Milestones
These pivotal “Moments That Matter” provide golden opportunities to lead with advice across dozens of major life events, including getting married, buying a home and many more
NEW YORK–(BUSINESS WIRE)–#AdviceTechLive—Bento Engine Inc. (“Bento”), a fintech empowering financial advisors to deliver proactive, comprehensive advice at scale to better serve clients, deepen relationships and convert more prospects, today announced it has launched a new offering focused on Life Events. This new solution provides financial advisors with targeted financial guidance to share with their clients and prospects, pertaining to dozens of lifetime milestones such as birth of a child, buying a home, getting married, moving to a new state and many more. This new program is in addition to Bento’s original library of 15 “Life in Numbers” age markers that focus on birthdates that trigger distinct wealth management risks or opportunities, such as the age 50 catch-up contributions or age 62 Social Security benefits.
Life Events arms financial advisors with the ability to get relevant, timely and actionable guidance into the hands of clients and their prospects during “Moments That Matter.” The need for this advice and the associated opportunities for financial professionals is enormous. Every year, almost four million babies are born in the United States, more than six million homes change hands (resulting in 12 million buyers and sellers needing advice) and about three million people move across state lines. This means that across these three Life Events alone, there are around 20 million additional opportunities for advisors to lead with guidance.
“Financial advisors want to support their clients during major life events, because they can create a lot of value and these events often entail money in motion,” said Philipp Hecker, Chief Executive Officer of Bento Engine. “Our Life Events program links into the advisor’s client relationship management (CRM) system and equips them with the materials needed to offer the appropriate advice. This empowers advisors to reach out on the right topics, at the right time, in the right way.”
Bento integrates seamlessly via application protocol interfaces (APIs) with many top CRM systems, including Salesforce, Redtail, Wealthbox, Dynamics, XLR8 and Practifi. The content is available in multiple formats so that advisors can pick the best mode of communication based on client preferences. Program benefits include an enhanced client experience, better outcomes through more informed decision making and increased client satisfaction, loyalty, referral rates and share of wallet.
Life Events debuted at AdviceTech Live on September 29, 2022. For more information about Bento’s Life Events or Life in Numbers programs, or to book a demo, visit bentoengine.com. Bento Engine will be offering a complimentary webinar on November 16, 2022 at 1 p.m. EST to provide further insight into its Life Events model. Attendees can learn how Bento Engine can enable advisors to best assist clients and prospects during life-changing events such as getting married, divorced, having a child or moving to a new state. Please register here.
Bento combines powerful advice technology, proprietary content and timing expertise to empower Financial Advisors to better serve their clients and grow their business. Founded by industry leaders with decades of industry experience in 2021, Bento’s mission is to bring advice beyond investing to more American families via their caring financial advisors, so that families thrive and advisor practices grow. Partnering with leading Customer Relationship Management (CRM) tools, including Salesforce, Redtail, Wealthbox, Microsoft Dynamics, XLR8 and Practifi, Bento facilitates client outreach in multiple communication modes and allows advisors to efficiently serve their entire book of business with personalized, impactful advice. To learn more about Bento Engine, visit bentoengine.com, and follow Bento on LinkedIn and Twitter.
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Allie Zendrian
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Tom Warburton
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