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Redtail Technology > News > Integrations > New Partner Spotlight with Bento Engine on November 16!

New Partner Spotlight with Bento Engine on November 16!

Category: Integrations
Redtail Blog Feature Graphic - Partner Webinars

Bento Engine: “Empowering Financial Advisors to bring better advice to more families.”

New Partner Spotlight webinar - Bento Engine

ABOUT this webinar
Topic: New Partner Spotlight: Bento Engine
Description: 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!

Register now for this webinar on November 16 at 10:00 am Pacific.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.