How Advisors Use Bento Engine + Wealthbox to Lead with Advice

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Watch this previously recorded live webinar to see how the Bento Engine + Wealthbox integration helps advisors deliver impactful advice during moments that matter. This webinar will cover:

  1. How Bento Engine’s client engagement platform allows advisors to track life events in order to serve clients and prospects with impactful advice during key milestone moments.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors use Bento Engine to automatically create tasks in Wealthbox that contain topics for advisors to discuss with clients.
  4. How to use Bento Engine’s new lead generation tool to effortlessly convert website traffic into meetings.
  5. The benefits of the Bento Engine and Wealthbox integration, and how to get started with ease.


Mark Wellman

Director of Advice Engagement

Bento Engine

Philipp Hecker


Bento Engine

Chris Kopanski

Sr. Product Specialist


“Bento Engine's 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.”

Amber Foreman


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