Compliance, Technology and Marketing, oh my!
Bento Engine
Empowering Financial Advisors to lead with advice during Moments That Matter.
Bento Is Playing Nice In Your TechStack
User-friendly technology should integrate easily and deeply into your existing Tech Stack. Shout out to Craig Iskowitz's EZRA Group for having developed the Integration Score, rating 450 applications along multiple dimensions. Happy to report that Bento received an "Excellent" rating!
A Great Conversation
In case you already use FMG, or are curious about their?powerful suite of advisor marketing tools, check out this recent conversation with Susan Theder. We explored how the "Bento Collection" in FMG helps advisors to lead with timely, personal and impactful advice during "Moments That Matter".
Compliance Matters: We've Achieved SOC 2!?
We are pleased to announce that we recently completed our System and Organization Controls (SOC) 2 Type I Audit.
SOC 2 is just one aspect of our growing security program, validating our Enterprise capabilities.
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Watch More Videos
Many of us are visual learners, and appreciate short video clips. Check out Bento's new Youtube channel, where we offer a selection of short videos highlighting our technology and content solutions ... and you can hear first-hand user experiences from client-centric advisors like you. Not quite TikTok, but still worth some time...
Partnership Spotlight -- FPA
Bento is proud to partner with the FPA (Financial Planning Association?). The FPA is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER? professionals and those engaged in the financial planning process. FPA members can get a 15% discount on Bento.
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Advice Engagement on the Rise
Bento and other Advice Engagement technologies help you to scale your most important asset -- your time, and your human empathy. Read our CEO's thoughts on why the Advice Engagement category?is so important, and on the rise.
Other Upcoming Webinars
Caribou?-- Wealth and Health are converging. Explore with Bento and Caribou how to best address the many healthcare related risks and opportunities along the client lifecycle. -- REGISTER FOR FEBRUARY 8
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Financial Experts Network -- Learn how Bento Engine, PreciseFP, and fpPathfinder work together to create a cohesive ecosystem in your CRM, organize different planning scenarios, and provide proactive, actionable advice with impactful content. -- REGISTER FOR FEBRUARY 15
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Bento x Elements Webinar -- Join the Elements team and Philipp Hecker, CEO of Bento Engine, and learn proactive client engagement strategies that will save you time and give clients an experience they actually want. REGISTER FOR FEBRUARY 20
"Bento Engine's approach is arguably less about a "Next Best Action", per se, and more about facilitating the "Next Best Conversation" that an advisor can have with the client to add value."
-- Michael Kitces
The?IRS increased the aggregate amount of QCDs (Qualified Charitable Distributions) that are not includible in AGI under section 408(d)(8)(A) from $100,000 to $105,000. Learn more?here.
Scaling Moments That Matter?.
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