When you lead with personal, timely and impactful advice, everybody wins. See how we can drive your organic business growth by leading with advice during #MomentsThatMatter.
Bento Engine
Software Development
Westport, CT 3,748 followers
Empowering Financial Advisors to lead with advice during Moments That Matter.
About us
Bento Engine is a B2B Fintech SaaS company focused on the intersection of technology and impactful wealth management advice. What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients. Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins. How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and timing expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client’s existing technology to speed adoption and results. Bento -- Scaling Moments That Matter.
- Website
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https://www.bentoengine.com/
External link for Bento Engine
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Westport, CT
- Type
- Privately Held
- Founded
- 2021
- Specialties
- SaaS, Software, Technology, APIs, Wealth Management, Private Banking, Advice, Holistic, CRM, Financial Planning, Advisor Succes, Practice Management, Business Development, Growth, Share of Wallet, Loyalty, Referral Rates, and NPS
Locations
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Primary
Westport, CT 06880, US
Employees at Bento Engine
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Gregory K. Soueid
Managing Director and CTO at Chevy Chase Trust
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Philipp Hecker
Passionate About Advice Beyond Investing | CEO at Bento Engine | Columbia Advisor | Driving Organic Growth | Client Experience | Fintech
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Lena Rizkallah
Financial Advisor/Retirement Strategist
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Jennifer Dempsey Fox
Wealth Management Executive
Updates
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Efficient prospect conversion = the lifeblood of your practice. PreciseFP and Bento Engine can help.
The average cost to convert one new prospect to a client is over $3k. Find out how you can adjust workflows to bring that way down. Watch recent on-demand webinar with Bento Engine now. Nora Gallegos, MBA Philipp Hecker https://lnkd.in/guhRWcBh #wealthmanagement #wealthtech
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The #wealthmanagement industry is shifting. Value propositions are moving away from simply providing access to product towards leading with advice -- for everyone's benefit. Bento is proud to keep on receiving meaningful industry recognition for our integrated technology and content solution, including: ✅ Winner of a WealthManagement.com "Wealthie" ✔ Named "Digital Startup of the Year" by Aite, now part of Datos Insights ✅ ThinkAdvisor "Luminaries" Finalist ✔ Winner of a "WealthTechAmericas" award ✅ RIA Intel Awards Finalist ✔ Money Management Institute / Barron's Advisor's Finalist ✅ XYPN Finalist ✔ Named to Gobal WealthTech 100 Here is to ongoing innovation in our great industry, and to the many early adopters and partner firms who are willing to try new things and experiment with #fintech startups. 🙏 🙏 🙏
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📅 Join our upcoming webinar on August 29 designed exclusively for financial advisors who want to lead with advice and grow their business by providing proactive, value-driven guidance. You’ll learn: ✅ How to anticipate client needs and deliver timely, relevant advice. ✅ Techniques for building trust through consistent, impactful communication. ✅ The latest tools to streamline your process and enhance your client engagement. ✅ How to differentiate your value proposition to attract more clients. Whether you’re focused on deepening relationships with current clients or expanding your reach to new prospects, this webinar will give you the strategies and insights to stand out in your market. ✨ Don’t miss this chance to elevate your practice and become the go-to advisor in your community. 📢 Register now and take the first step toward transforming your business! https://lnkd.in/gxBmNqUj
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2 weeks to go until the 2024 WealthManagement.com "Wealthies"! Bento is honored to be named a finalist in the Workflow Automation category for our Bento Direct solution. Bento Direct allows you to automate your advice on a client- or prospect-segment specific basis, and thus serve more contacts in efficient and effective ways. See you in NYC, and you can learn more about Bento Direct here: https://lnkd.in/eU4W_J35 #fiancialadvice #wealthmanagement #wealthtech
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Do you lead or help manage an #ria? Are you a client-centric #financialadvisor? Do you want to delight your clients, convert more prospects, and grow your business? Then give this podcast conversation with Wealthspire Advisors CEO Michael LaMena a listen -- you will hear about: ✅ How to use technology to make human advisors more human more often ☑ The power of advising all your clients and prospects during "Moments That Matter" ✅ How to make your value proposition more consistent across the firm and your book of business ☑ The importance of picking the right mode of communication on a client-specific basis ✅ Why the timing of advice matters, and how to be proactive on a consistent basis Always good to discuss our industry's evolution with experienced and thoughtful leaders like Mike! 🙏 #cfp #financialplanning #wealthmanagement https://lnkd.in/eg7YxSjN
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According to the latest research from F2 Strategy, 81% of #wealthmanagement firms believe that improving the client experience is critically important over the coming years. One of the best ways to do that? Systematize your #clientengagement, make sure that ALL of your clients and prospects receive: ✅ The right advice ✔ On the right topics ✅ At the right point in time ✔ In the right way Because when you lead with advice, everybody wins. Bento can help, check us out at https://lnkd.in/gUQZf5Fh
Home - Bento Engine
https://www.bentoengine.com
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15 "Moments That Matter" in less than 30 seconds. Baaaaaam! #leadingwithadvice #wealth #cfp
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No Summer Lull! Check out what's new at Bento Engine and prepare yourself to #leadwithadvice
Lead with Advice This Summer, Bento User Feedback, Workflows, and More!
Bento Engine on LinkedIn
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Integrate well ... or annoy your users. Your tech stack has to work for you, and your clients. And your #wealthtech solutions need to not only perform on a stand-alone-basis, but they need to integrate well into your tech stack, they need to play well with others. Kudos to the Ezra Group, LLC for assessing over 500 leading applications along several dimensions, and assigning an easy-to-understand score. Bento is proud to receive an "Excellent" integration score, ranking 2 out of 10 #AdviceEngagement tools. We integrate deeply into your #CRM, and make that key system work even harder for you and your clients. Because everybody wins when you lead with advice during "Moments That Matter"! You can learn more about -- and utilize -- the EZRA Group integreation score here: https://lnkd.in/eEtGwMJN
Wealthtech Integration Scores - Ezra Group LLC
https://ezragroup.com