For more than 20 years now, we always look forward to Boston Consulting Group (BCG)’s annual...
Bento Engine + Wealthbox CRM: Enabling Wealthbox to Do Even More For You and Your Clients
As a Financial Advisor, you’re pressed for time and you need all of your resources to help you meaningfully engage with your clients and prospects.
Through our partnership with Wealthbox, Bento brings you advice technology and content solutions that enable you to consistently engage with all of your clients and prospects at just the right time with all the content and communications tools you need.
Catch up on our webinar with Wealthbox and see how Bento can power your advice engine now!