How Advisors Use Clean Data to Turn Prospects into Clients

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Join Bento Engine and Wealthbox for a previously recorded live webinar to see how advisors are cleaning up their prospect data to convert more prospects into clients. This webinar will cover:

  1. How clean prospect data in a CRM is the foundation for effective sales and marketing efforts.
  2. How advisors who keep their data clean are better able to personalize and target their outreach for more meaningful interactions with prospects.
  3. The best practices around cleaning up prospect data and how advisors should apply them.
  4. How the integration between Bento Engine and Wealthbox helps advisors optimize their prospect outreach.


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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