Driving client engagement and prospect conversion with Bento and Redtail
As a Financial Advisor, you are constantly looking for timely, opportunities to meaningfully engage and serve your clients and prospects. Bento provides advice technology and content solutions that enable you to systematically engage all of your clients, prospects and their family members with comprehensive wealth management advice as they approach key milestones in their lives. Bento connects via robust APIs into your Redtail CRM, and provides you with compliance pre-approved advisory materials in multiple formats, at the right point in time. When you lead with advice, everyone wins!
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