Bento Engine + Redtail CRM: Technology Powering Human Engagement
Since our last joint discussion, the integration between Bento Engine and Redtail CRM has empowered more financial advisors to deliver timely, relevant advice to families across the wealth spectrum. Through a robust API connection to Redtail CRM, Bento provides advice engagement technology and a complete library of compliance pre-approved content and communication tools that enable you to engage all of your clients and prospects during key milestones in their life when financial advice matters the most.
In this video, we will share advisor best practices for delivering advice relevant to your clients and prospects through Redtail CRM, which helps you build deeper client relationships, more loyalty, and more referrals.
It’s time to bring advice beyond investing to more families so they can thrive and advisors’ practices can grow..