Join us to see how the integration between Redtail and Bento Engine empowers advisors to deliver proactive advice to all of their clients and prospects. The best part? You don’t even have to leave your Redtail CRM!
Learn how Bento delivers timely activities in Redtail that include all of the content and talking points you need to serve your clients on age milestones, life events, and financial literacy opportunities for their children.
Bonus Feature: Discover the new "Your Journey" Lead Gen Tool, which converts more of your website traffic into booked meetings.