Bento Engine
Financial Services
active
Bento Engine is a fintech platform designed to empower financial advisors by delivering timely, personalized, and compliant advice to clients and prospects. It integrates seamlessly with various CRM systems and financial planning tools, enhancing client engagement through proactive insights during significant life events and milestones.
Westport, Connecticut, United States
Community Ratings
Active Users
Former Users
Overall Rating
4.4
(2 ratings)Active: 2Former: 0
Features
4.1
(2 ratings)Active: 2Former: 0
Reliability
4.2
(2 ratings)Active: 2Former: 0
Performance
4.3
(2 ratings)Active: 2Former: 0
Security
4.0
(2 ratings)Active: 2Former: 0
Value for Money
4.1
(2 ratings)Active: 2Former: 0
Customer Service
4.2
(2 ratings)Active: 2Former: 0
Ease of Use
4.3
(2 ratings)Active: 2Former: 0
Integrations
4.4
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Bento Engine
Bento Engine is a fintech platform designed to empower financial advisors by delivering timely, personalized, and compliant advice to clients and prospects. It integrates seamlessly with various CRM systems and financial planning tools, enhancing client engagement through proactive insights during significant life events and milestones.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
NOT FOUND
Key Features
CRM Integrations: Deep integrations with Wealthbox, Redtail, Salesforce, Practifi, HubSpot, Dynamics 365, Tamarac, XLR8, and Salentica.
Life in #s: Delivers advice based on age-based milestones (e.g., turning 50, 59½, 70½). Helps advisors act proactively around key life events and financial triggers.
Life Events Program: Triggers advice opportunities around marriage, childbirth, retirement, etc.
Children & Wealth: Offers age-appropriate financial literacy content to engage clients' children.
Bento Direct: Enables bulk delivery of advice via automated email campaigns, integrated with HubSpot, Mailchimp, and Constant Contact.
Your Journey: Interactive lead generation widget that collects birth year and delivers customized advice prompts on advisor websites.
Compliance-Approved Content Library: Advisors get access to pre-approved, multi-format educational materials that are FINRA-reviewed.
Partner Integrations: Integrates with tools like Holistiplan for tax analysis and Zapier for workflow automation.
Pros
Highly Personalized Advice Delivery
Embedded in Advisor Workflows
Compliance-Friendly
Time-Saving Automation
Expands Advisor Value
Modular and Scalable
Cons
Limited Customization for Smaller Firms
Dependent on CRM Data Quality
Initial Setup Complexity
Pricing Not Public
Primarily U.S.-Focused