In this episode, Philipp Hecker sheds light on Bento Engine's value proposition, emphasizing the significance of offering proactive advice to clients during life events and age-based milestones. He explains how Bento Engine, an integrated technology and content solution, uses APIs to scan an advisor's entire book of business, identifying opportunities for actionable advice.
When potential moments that matter are detected, the platform not only alerts the advisor but also equips them with compliance-approved, impactful content in multiple formats for seamless communication with clients.
Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:
In this episode, Philipp Hecker sheds light on Bento Engine's value proposition, emphasizing the significance of offering proactive advice to clients during life events and age-based milestones. He explains how Bento Engine, an integrated technology and content solution, uses APIs to scan an advisor's entire book of business, identifying opportunities for actionable advice.
When potential moments that matter are detected, the platform not only alerts the advisor but also equips them with compliance-approved, impactful content in multiple formats for seamless communication with clients.
Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started: