Wednesday, Feb 19, 2025 at 2:00 PM ET
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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:
Speakers
Chief Operating Officer
Bento Engine
CEO & Co-founder
Zeplyn
Sr. Product Specialist
Wealthbox
“Bento Engine's innovative approach to automated insights and advice is the perfect match for Wealthbox users who want to make a huge positive impact for their clients.”
Amber Foreman
Wealthbox