??Spring Bloom -- New Products, New Integrations, New Partnerships ?
Bento Engine
Empowering Financial Advisors to lead with advice during Moments That Matter.
Bento Direct: Automatic Personalized Advice
Do you want to send the right advice to the right contacts on the right topics at the right time? Do you want to do so automatically, via email, with or without PDF attachments? Bento can do that for you, check out our Bento Direct program.?
The Future of Advice
Missed our recent conversation with bestselling book author and growth consultant Todd Fithian? No problem, you can listen to the replay here.
Integrations -- Welcome Tamarac!
Bento now also integrates into the Tamarac CRM! This brings our off-the-shelf CRM integrations to 8. We are proud to work with Redtail, Wealthbox, Salesforce, Dynamics, Practifi, XLR8, Hubspot, and now Tamarac.
Wealthbox?Workflows
Leveraging systematic workflows in your CRM can help you scale your advice and increase your operational efficiency. We are thrilled to be launching Bento Workflows in Wealthbox on April 24 through our partnership with Workflow Expert Stephanie Dannebaum. ?Please join us for a joint webinar to introduce the Bento Workflows and share best practices.
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User Spotlight - Householder Group
The Householder Group has implemented the proactive, impactful advice engagement of Bento Engine as part of their vision to improve the lives of clients, by working with them to help accomplish their financial objectives.
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With their commitment to leading with advice to preserving legacies, the Householder team is utilizing the Bento content to ensure the best possible outcomes for their clients while securing their multi-generational wealth.
"The CRM is such a powerful helper, if used the right way. Using workflows can double your productivity and reduce your error rate."
-- Stephanie Dannebaum, CRM Consultant
The demand for human advice continues to rise. According to a recent YCharts study, 12% of clients changed from a robo to a human advisor in 2023. Do you have a gameplan for pursuing and welcoming new clients coming from automated platforms?
Founder | Retirement CFO | Helping good people plan for and live in retirement.
11 个月Keep up the great work Bento! Keep pushing to improve the delivery of timely & thought provoking messaging so people make better money decisions.????????????
Chief Revenue Officer @ Elements | CMO | SaaS, RIA & WealthTech | AI Enhanced Revenue Marketing | RevOps | Demand Gen | Lead Gen
11 个月WealthBox Workflows! That will be a gamechanger for advisors!
Helping millennials better understand money so that they can reduce their financial stress and focus on living a fulfilled life. ??
11 个月It's cool to see that the demand for human advice has increased!
?? Financial Planner for STEM Professionals, especially mid-career Black women STEM Pros | Speaker | Author | Fee-Only Financial Life-Planner Strategist | 2x Investopedia 100 Top Financial Advisors
11 个月Integration is so key. How exciting for the new partnerships as well