Encouraging clients to take action toward certain financial goals can be difficult to do. But...
Bento Engine + Redtail CRM: Empowering Financial Advisors to Bring Better Advice to More Families
As a Financial Advisor, you are constantly looking for timely opportunities to meaningfully engage and serve your clients, prospects and their families.
Through a robust API connection to Redtail CRM, Bento provides advice technology and content solutions that enable you to engage all of your clients and prospects. As those you serve approach key milestones in their lives, Bento proactively provides you with compliance pre-approved content in multiple formats that helps you guide clients through advice they need at the right time.
Catch up on our webinar with Redtail and see how Bento can power your advice engine now!