Bento Engine Integrates with Wealthbox for Automated Advice | Wealthbox CRM

Blog/ Partner Updates

Bento Engine Integrates with Wealthbox for Automated Advice

September 22, 2021

Today we’re happy to announce a new partnership with Bento Engine, a software solution for advisors that delivers content to investors and surfaces advice opportunities based on relevant client data. Advisors can now use the Bento Engine integration to supplement their everyday use of Wealthbox.

Bento Engine uses secure APIs to analyze client data in Wealthbox such as age milestones and major life events. Based on the analysis, the tool creates a convenient content package for the advisor, including branded PDFs and PowerPoint decks that can be passed along to the client. When Bento Engine sees an opportunity for advice, it will alert the advisor via a task in Wealthbox. The task will include links to the content package, best practices on how to use it, and suggestions for products the client may be interested in.

Greg Quental, President of Bento Engine

“Financial advisors are constantly looking for meaningful engagement opportunities to help deepen client relationships and convert more prospects,” said Greg Quental, President of Bento Engine. “We are excited to deliver these opportunities to financial advisors through our partnership with Wealthbox and our seamless API integration into the Wealthbox’s CRM technology.”

Philipp Hecker, CEO of Bento Engine

“By empowering financial advisors to engage and serve their clients and prospects more systematically, Bento helps improve client outcomes, and helps advisors become more efficient and grow their business,” added Philipp Hecker, Bento Engine’s CEO.

Amber Foreman, Director of Customer Success

“We are thrilled to welcome Bento Engine to the Wealthbox community,” said Amber Foreman, Director of Customer Success at Wealthbox. “Their innovative approach to automated insights and advice is the perfect match for Wealthbox users who want to make a huge positive impact for their clients.”

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