There are more than 30 “Moments That Matter” in a typical client’s 10-year journey. Births. RMDs. Medicare. QCDs. AI is capturing more meeting intelligence than ever. The real opportunity is turning those insights into proactive, milestone-driven outreach. Join our upcoming webinar with DataDasher to see how firms are moving from reactive follow-up to structured, scalable engagement. Spots are limited. Secure your seat. bentoengine.zoom.us/webinar/… #AdvisorWorkflow #FinancialPlanning #ArtificialIntelligence #WealthManagement

The firms driving organic growth aren’t just adding tools. They’re leading with advice. Join Bento Engine and Practifi on May 21 at 2 PM ET to see how client-centric wealth management firms are turning CRM data into proactive, compliant client engagement that drives real growth. If leading with advice is a priority this year, this webinar will show you how to make it systematic, compliant, and scalable inside your existing CRM. Save your spot: bentoengine.zoom.us/webinar/… #FinancialPlanning #FinancialAdvice #Wealthtech

Organic growth is already in your #CRM. The question is whether you’re activating it. Join Bento Engine and our friends at Practifi on May 21 at 2 PM ET for a live session on how leading advisory firms are transforming CRM data into proactive, compliant client conversations. You’ll learn how to: ✅ Deliver timely, relevant outreach without adding complexity ✅ Turn CRM data into real, advice-driven action ✅ Stay aligned with evolving regulations ✅ Build simple, scalable systems that support organic growth Featuring Philipp Hecker and Brooke Deese. Reserve your spot here: bentoengine.zoom.us/webinar/… #FinancialPlanning #FinancialAdvice #Wealthtech

Your CRM is full of client data, but is it actually driving engagement? Data alone doesn’t build relationships, proactive outreach does. On Tuesday, April 21 at 2 PM ET 📅, Philipp Hecker of Bento Engine and Chris Kopanski of @Wealthbox will break down how firms are turning their CRM into an active engagement engine. If you use Wealthbox and want your CRM to drive more consistent engagement, this is for you. Join us and see how leading firms are making it happen. Save your spot here: wealthbox.com/webinars/from-… #FinancialPlanning #FinancialAdvice #CRM #Wealthbox

Is your CRM helping you build stronger client relationships, or simply storing data? Most advisors have solid systems in place. The real question is whether those systems are actually driving engagement. On Tuesday, April 21 at 2 PM ET, Bento Engine and @Wealthbox will share how advisors can turn CRM data into consistent, value-added communications that strengthen relationships and keep you top of mind. In this webinar, we’ll discuss: 🔹 Why many CRMs fall short when it comes to engagement 🔹 How to connect client data to timely, proactive outreach 🔹 What it takes to create a CRM that actively supports client relationships 🔹 How to measure engagement and improve over time If you use Wealthbox and want to get even more from the system you already rely on, this webinar will give you a clear, practical path forward. Reserve your spot today: wealthbox.com/webinars/from-… #Wealthbox #CRM #ClientEngagement

Advisors, are you looking to access Bento’s multi-format materials outside the CRM? Good news. We’re excited to introduce Bento Engine’s new Interactive Topic Pages (ITPs). With ITPs, you can: ✅Access all Bento multi-format materials with the click of a button ☑️Discover additional relevant content like podcasts, articles, and videos ✅Incorporate your firm-specific content alongside Bento resources ☑️Launch client emails with one click for quick, timely outreach Everything you need, all in one place, built to support smarter and more efficient client engagement. Learn more at bentoengine.com #FinancialAdvisors #ClientEngagement #AdvisorMarketing #FinTech

For many advisors, the real challenge is connecting with all clients and prospects at the right time, with the right advice. XLR8 and Bento are designed to help you do exactly that. On January 20, 2026 at 1 PM ET, XLR8 and Bento will spend 30 minutes walking through a simple framework for engaging clients on a more systematic basis. We will look at how to: ✅ Use XLR8 and Bento to spot upcoming advice opportunities across your book ✅ Turn those moments into thoughtful outreach during key Moments That Matter ✅ Rely on XLR8 Processes to help you follow through If you are looking to make your CRM a stronger partner in your 2026 client strategy, we would be glad to have you join us. Register here: register.gotowebinar.com/reg… #FinancialPlanning #FinancialAdvice #CRM #Wealthtech

Advisors know that when you lead with advice, everybody wins. But staying consistently engaged across your whole book is the most difficult part. Join XLR8 Bento Engine on January 20, 2026 at PM ET for a 30 minute webinar on how to: ✅ Spot upcoming advice opportunities across your book of business ✅ Serve clients and prospects during key Moments That Matter ✅ Move from advice to execution using XLR8 Processes If you are looking to make your CRM work harder and keep client outreach consistent without adding more to your plate, this one is for you. Save your seat here: register.gotowebinar.com/reg… #WealthManagement #FinancialAdvisors #CRMIntegration #Fintech

Events are back for advisors, but organizing and prepping for them is still the hard part. That is where Bento Events in a Box comes in. You get everything you need to run in-person or virtual events on client-friendly, timely topics. With Events in a Box, you receive: ✅ Ready-to-use slides and talking points ✅ Client-facing materials ✅ Simple follow-up ideas that turn interest into real conversations Less time creating. More time connecting. Learn more about Bento Events in a Box: bentoengine.com/events-in-a-… #WealthManagement #FinancialAdvisors #ClientEngagement

The next evolution of financial advice isn’t just about WHAT you recommend, it’s also about WHEN and HOW you deliver it. Join Bento Engine and Wealthbox tomorrow to see how advisors are combining intelligent timing with intentional action to deliver advice that connects and drives results. Register now: wealthbox.com/webinars/intel… #WealthManagement #FinancialAdvisors #CRMIntegration #Fintech

Timing can matter as much as the advice itself! Join Bento Engine and @Wealthbox on November 13th at 2 PM ET for our live webinar on “Intelligent Timing Meets Intentional Action.” Learn how to: ✅ Surface actionable insights directly inside your Wealthbox CRM ✅ Deliver advice that’s timely, personal, and compliant ✅ Gain a competitive edge by mastering the timing layer of advice See how intelligent timing and intentional action come together to elevate your client experience, and your practice. Register here: wealthbox.com/webinars/intel… #WealthManagement #FinancialAdvisors #CRM

Make every client event count. Join us Nov 5 at 2 PM EST for Bento Events in a Box, created with Event Advisors, and learn how to host impactful milestone-focused events with ease. Register: bentoengine.zoom.us/webinar/…

Advisors, ready to turn advice into impactful events? Join us Nov 5 at 2 PM EST for Bento Events in a Box, our new program with Event Advisors that helps you host powerful client and prospect events around life’s key milestones. Register: bentoengine.zoom.us/webinar/… #FinancialAdvisors #ScalingAdvice #ClientEngagement

From Insight to Action – Bento & DataDasher Webinar One week to go! Do you want to serve all of your clients and prospects during “Moments That Matter”? Join us on October 22nd at 2pm EST for an interactive demonstration for how DataDasher: ✅Identifies upcoming advice opportunities ✅Equips you with everything you need to serve your contacts when it matters most Because when you lead with advice, everybody wins! Register now: us06web.zoom.us/webinar/regi… #financialplanning #wealthtech #ai

Advisors help clients navigate life’s biggest milestones, from Catch-up Contributions at 50 to Social Security at 62. Bento helps you stay ahead with CRM alerts that make timely, personal advice easy. #FinancialAdvisors #WealthManagement #CRMIntegration