Workflow Webinar: Bento Engine’s Working Age Workflow

Wednesday, Apr 24, 2024 at 2:00 PM ET

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Join Wealthbox as we partner with Bento Engine to showcase their Working Age workflow. Enabling advisors to efficiently engage and serve the next generation of clients’ families, this workflow provides comprehensive tools to streamline client interactions and enhance service delivery. The webinar will cover:

  1. Workflow functionality and Workflow Libraries in Wealthbox.
  2. How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch.
  3. How advisors are using Bento Engine’s Working Age workflow to efficiently engage and serve the next generation of clients’ families, starting when children need their first working papers at age 14.
  4. Getting started with the Bento Engine Working Age workflow in Wealthbox.

Speakers

Stephanie Dannebaum

Founder & Principal CRM Consultant

Stephanie Dannebaum Consulting

Philipp Hecker

CEO

Bento Engine

Chris Kopanski

Sr. Product Specialist

Wealthbox


“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

Wealthbox