Automate Your Best Advice During Life Events with Bento Engine and Zeplyn

Interested in scaling your client and prospect engagement by delivering relevant, timely, actionable advice?

Join Christina Viglietta, COO at Bento Engine, Era Jain, CEO and co-founder at Zeplyn and Chris Kopanski, Senior Product Specialist at Wealthbox for a deep dive into Bento’s Life Events program, including an exciting new partnership using the AI power of Zeplyn.

This webinar will cover: 

1. An introduction to Bento Engine’s Life Events program: 12 money-in-motion events to proactively advise your clients and prospects.
2. How to activate Bento Life Events within Wealthbox.
3. An exciting new partnership announcement with Zeplyn to proactively surface Life Events directly within Wealthbox based upon client signals.