NEW YORK–(Organization WIRE)–Bento Engine Inc. (“Bento”), a fintech empowering financial advisors to produce proactive, in depth information at scale to improved provide shoppers, deepen relationships and transform far more prospective customers, right now declared it has introduced a new offering centered on Lifestyle Activities. This new option gives economical advisors with targeted economic direction to share with their clients and prospective customers, pertaining to dozens of life time milestones this kind of as birth of a baby, buying a property, receiving married, relocating to a new condition and many a lot more. This new plan is in addition to Bento’s primary library of 15 “Life in Numbers” age markers that concentrate on birthdates that bring about distinctive prosperity administration pitfalls or alternatives, these types of as the age 50 capture-up contributions or age 62 Social Safety rewards.
Life Events arms monetary advisors with the capacity to get relevant, well timed and actionable steering into the fingers of shoppers and their prospective clients for the duration of “Moments That Make a difference.” The will need for this guidance and the related opportunities for money gurus is enormous. Each individual calendar year, almost 4 million infants are born in the United States, far more than six million residences modify hands (ensuing in 12 million buyers and sellers needing guidance) and about three million people today transfer throughout condition lines. This indicates that throughout these three Life Situations on your own, there are all around 20 million added chances for advisors to lead with advice.
“Financial advisors want to help their clients in the course of important lifestyle activities, simply because they can make a large amount of price and these situations generally entail dollars in movement,” stated Philipp Hecker, Main Govt Officer of Bento Motor. “Our Lifetime Occasions program hyperlinks into the advisor’s consumer partnership management (CRM) program and equips them with the components wanted to provide the ideal advice. This empowers advisors to reach out on the proper subject areas, at the right time, in the proper way.”
Bento integrates seamlessly via application protocol interfaces (APIs) with lots of prime CRM methods, including Salesforce, Redtail, Wealthbox, Dynamics, XLR8 and Practifi. The content is out there in a number of formats so that advisors can pick the finest method of communication dependent on client preferences. System advantages involve an increased client expertise, improved results via additional educated selection producing and elevated client pleasure, loyalty, referral costs and share of wallet.
Daily life Occasions debuted at AdviceTech Stay on September 29, 2022. For additional details about Bento’s Life Functions or Daily life in Figures programs, or to guide a demo, stop by bentoengine.com. Bento Motor will be featuring a complimentary webinar on November 16, 2022 at 1 p.m. EST to supply further insight into its Existence Events product. Attendees can master how Bento Motor can permit advisors to most effective aid purchasers and prospective clients in the course of daily life-changing occasions these kinds of as receiving married, divorced, possessing a kid or moving to a new point out. Be sure to sign-up below.
Bento brings together powerful suggestions technology, proprietary information and timing skills to empower Money Advisors to better serve their consumers and develop their enterprise. Established by marketplace leaders with many years of marketplace working experience in 2021, Bento’s mission is to convey advice outside of investing to a lot more American households through their caring economical advisors, so that households thrive and advisor methods mature. Partnering with main Buyer Connection Administration (CRM) equipment, including Salesforce, Redtail, Wealthbox, Microsoft Dynamics, XLR8 and Practifi, Bento facilitates customer outreach in various communication modes and enables advisors to effectively serve their total ebook of company with personalised, impactful tips. To discover far more about Bento Motor, take a look at bentoengine.com, and comply with Bento on LinkedIn and Twitter.
