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TECHNOLOGY PROVIDERS Specialized Planning Applications
BENTO ENGINE
Serving the Next Gen
The Opportunity: -- 74% of American teens don't feel confident in their personal finance knowledge (Source: Greenlight) -- 82% of parents are looking for additional resources to help teach their children about finances (Source: Chase/OnePoll) -- Around 70% of heirs change advisors when G1 passes (Source: Cerulli) The Solution: Bento's new "Children & Wealth" program empowers financial advisors to serve the entire client family and connect with the Next Gen in early and constructive ways. Every two years, as the children turn 4 thru 18 years of age, the advisor
receives an Alert in their CRM, and a package of age-appropriate guidance, resources and practical activites to share with the client family. Increasing the financial literacy of children benefits everyone involved!
Bento is an integrated technology and content solution that empowers financial advisors to systematically lead with impactful advice during “Moments That Matter” in the lives of their clients and prospects. Via APIs Bento connects into the leading CRM systems broadly used across the industry (e.g. Salesforce, Redtail, Wealthbox, Practifi). There, our Advice Engine constantly scans the entire book of business to identify upcoming advice opportunities (eg turning 70.5 and being able to utilize QCDs). When it identifies an advice opportunity, Bento not only alerts the advisor via a Task in their CRM, but it also equips them with compliance pre-approved materials to leverage in rendering the advice. These materials come in multiple formats (eg PPT, Talking Points, email), so that the advisor can pick the best mode of communication on a client-specific basis. Bento makes human advisors more human more often. Bento -- Scaling Moments That Matter.
238 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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