Bento Engine provides an integrated content and technology platform that delivers proactive, timely financial advice to wealth management clients and prospects. The platform scans CRM data to identify key life events and milestones, automatically generating compliant, client-ready engagement materials. This solution enables advisors to scale personalized communication, deepen client relationships, and reduce preparation time for outreach.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often struggle to provide proactive and timely advice to clients regarding important life events and age-based milestones. This can lead to missed opportunities for client engagement, reduced client loyalty, and slower business growth.
Solution
Bento Engine is a B2B fintech SaaS platform that integrates with existing CRM systems to provide wealth management advisors with timely advice opportunities and client-facing content. Its Timing Engine scans client data to identify relevant financial planning milestones, such as retirement planning dates or family-related events. The platform then delivers compliance-pre-approved, multi-format content and communication resources directly within the advisor's CRM workflow. This enables advisors to offer proactive, personalized guidance to clients, strengthen relationships, and improve client outcomes. Bento Engine also offers a "Your Journey" lead generation tool that can be installed on advisor websites to convert website visitors into booked meetings by offering relevant advice based on their birth year.
Target Audience
Bento Engine targets wealth management advisors, RIAs, IBDs, banks, CUSOs, IMOs, insurers, and private banks seeking to improve client engagement, drive organic growth, and ensure compliance.
Features
- CRM integration via APIs, eliminating the need for new logins or systems
- Timing Engine that scans client data for upcoming advice opportunities related to life events and age-based milestones
- Proactive alerts delivered directly within the advisor's CRM as tasks or activities
- Compliance-pre-approved, client-ready advice materials in multiple formats (PPT/PDF, talking points, emails, and advisor FAQs)
- "Your Journey" lead generation tool for advisor websites to capture and convert prospects
- "Bento Direct" program to automate the delivery of age-based advice to large prospect pools or retirement plan participants via email
- White-labeling and branding options for client-facing materials
- SOC 2 certification, ensuring data security and compliance