Bento Engine Inc.

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/register/49262… #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/register/49262… #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-bo… #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/regist…

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/regist… #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/regist… #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

The best advice isn’t just what you say, it’s when you say it. Bento helps advisors deliver timely, personal guidance when clients need it most. #FinancialPlanning #WealthManagement #ClientRelationships

Big news: Bento Engine has partnered with Event Advisors to launch Bento Events in a Box. Everything advisors need to host impactful milestone-focused events and deepen client relationships. Read more about our partnership here: businesswire.com/news/home/2025… Learn more: bentoengine.com/events-in-a-bo… #FinancialAdvisors #WealthManagement #ClientExperience

From Insight to Action – DataDasher & Bento Partnership Bento’s award-winning client-centric advisory content around Life Events and age-based milestones is now embedded in DataDasher, a fast-growing AI Notetaker. Join us on October 22nd at 2pm ET for an interactive demonstration for how DataDasher: ✅ Identifies upcoming advice opportunities ✅ Equips you with everything you need to serve your clients and prospects around these “Moments That Matter” Because when you lead with advice, everybody wins! Register here: us06web.zoom.us/webinar/regist… #money #financialadvisor #advisor

Exciting news 🎉: Bento is now available to all advisors affiliated with Cambridge Investment Research (CIR). Access Bento directly through your CIR Intranet under Business Management Resources → Marketing Resources. Want to see Bento in action and learn how it helps advisors deliver timely, personal advice at life’s key milestones? Join us for our webinar on Oct 8 at 2 PM EST: The Power of Systematically Leading with Advice. Register now: bentoengine.zoom.us/webinar/regist… CIR advisors can also get onboarding support and a 15% discount by contacting alex@bentoengine.com. #FinancialAdvisors #WealthManagement #AdvisorSuccess #MomentsThatMatter

From Insight to Action – Bento is now embedded in DataDasher. Bento is proud to announce a new partnership with fast-growing AI Notetaker DataDasher. DataDasher users will now get powerful alerts of upcoming advice opportunities and purpose-build content to execute with. All embedded in DataDasher, for one fast and effective experience. Read more there: prnewswire.com/news-releases/… #cfp #wealthmanagement #RIAs

Don’t miss it! On Oct 8 at 2 PM EST, Bento Engine + Frandsen Morrill Advisors host a webinar on delivering timely, personal advice at client milestones. Save your spot: bentoengine.zoom.us/webinar/regist… #WealthManagement #FinancialAdvisors #AdvisorGrowth