ABOUT this webinar
Topic: Redtail + Bento = Leading with Advice

Description: 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.

Register now for this webinar on March 21 at 10:00 am Pacific.

0798-OAT-3/17/2023

In March of 2023, our Building Your Tech Stack webinar series will focus on partners in the Form-filling and Advisor Tool categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Form-filling software

Completing new account paperwork and eliminating NIGO items is likely an ongoing challenge for someone in your office. The ability to push good data from Redtail CRM into your form-filling software can greatly reduce some of the frustrations involved. Form-filling software integrations typically allow a significant number of data fields to be pushed from any contact in Redtail and mapped to any built-out forms in your form-filling software.

In a March 7th Building Your Tech Stack webinar with Quik!, we’ll be considering the below:

Make Redtail Work Harder for You with Quik!

Want to fill out twice as much data on forms with your Redtail CRM? In this webinar, we’ll show you how Redtail and Quik! work together to pass up to 133 fields of rich customer data directly from Redtail right into prefilled forms. So, you can make finding, filling out, and e-signing forms faster and better than ever before. Plus, you’ll find out about our newest features like creating duplicate forms and get a preview of what’s upcoming in 2023.

Register now for this webinar on March 7th at 10:00 am Pacific.

Advisor Tools

Not all software fits neatly into a traditional fintech category such as financial planning, CRM, investment research, etc. Partners included in the Advisor Tools category may offer advisors anything from AI-based relationship mapping to streamlined meeting prep to student loan analysis to automated scheduling reminders to a host of other functions. Regardless of the function of an advisor tool, integration with your CRM means you are boosting the efficiencies, accuracy, and/or effectiveness of your day-to-day operations.

In a March 21st Building Your Tech Stack webinar with Bento Engine, we’ll be considering the below:

Redtail + Bento = Leading with Advice

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.

Register now for this webinar on March 21st at 10:00 am Pacific.

0630-OAT-2/27/2023

ABOUT this webinar
Topic: Bento Engine + Redtail CRM: Technology Powering Human Engagement
Description: Since our last joint discussion, the integration between Bento Engine and Redtail CRM has empowered more financial advisors to deliver timely, relevant advice to families across the wealth spectrum. Through a robust API connection to Redtail CRM, Bento provides advice engagement technology and a complete library of compliance pre-approved content and communication tools that enable you to engage all of your clients and prospects during key milestones in their life when financial advice matters the most.

In this webinar, we will share advisor best practices for delivering advice relevant to your clients and prospects through Redtail CRM, which helps you build deeper client relationships, more loyalty, and more referrals.

It’s time to bring advice beyond investing to more families so they can thrive and advisors’ practices can grow.

In September of 2022, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Insurance software categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Advisor Tools

In a September 20th Building Your Tech Stack webinar with Bento Engine, we’ll be considering the below:

Bento Engine + Redtail CRM: Technology Powering Human Engagement

Since our last joint discussion, the integration between Bento Engine and Redtail CRM has empowered more financial advisors to deliver timely, relevant advice to families across the wealth spectrum. Through a robust API connection to Redtail CRM, Bento provides advice engagement technology and a complete library of compliance pre-approved content and communication tools that enable you to engage all of your clients and prospects during key milestones in their life when financial advice matters the most.

In this webinar, we will share advisor best practices for delivering advice relevant to your clients and prospects through Redtail CRM, which helps you build deeper client relationships, more loyalty, and more referrals.

It’s time to bring advice beyond investing to more families so they can thrive and advisors’ practices can grow.

Register now for this webinar on September 20 at 10:00 am Pacific.

Insurance software

In a September 27th Building Your Tech Stack webinar with BackNine Insurance, our topic is:

Offer Life & LTC Insurance Inside Your Redtail CRM Now!

Imagine being able to cross sell life insurance and long term care to all your clients inside of Redtail? The solution is available now! Once turned on in Redtail you will be able to run life insurance quotes in seconds and apply in minutes! You will also be able to pre-fill 50% of the quote and application by pulling from your Redtail CRM. Join us for an educational webinar to learn more about our revolutionary life insurance software!

Register now for this webinar on September 27 at 10:00 am Pacific.

Bento Engine: “Empowering Financial Advisors to bring better advice to more families.”

ABOUT this webinar
Topic: New Partner Spotlight: Bento Engine
Description: Driving client engagement and prospect conversion with Bento and Redtail

As a Financial Advisor, you are constantly looking for timely, opportunities to meaningfully engage and serve your clients and prospects. Bento provides advice technology and content solutions that enable you to systematically engage all of your clients, prospects and their family members with comprehensive wealth management advice as they approach key milestones in their lives. Bento connects via robust APIs into your Redtail CRM, and provides you with compliance pre-approved advisory materials in multiple formats, at the right point in time. When you lead with advice, everyone wins!

Register now for this webinar on November 16 at 10:00 am Pacific.

Bento Engine: Helping Advisors deepen client relationships and convert more prospects by providing proactive and impactful advice.

ABOUT Bento Engine “Bento’s mission is to bring more and better advice beyond investing to more families across the wealth spectrum, via their Financial Advisors, so that families thrive and Advisors’ practices grow.

To achieve this mission, Bento helps Advisors build deeper client relationships and convert more prospects by leading with advice for meaningful, proactive engagement. Bento connects with your Redtail CRM through a proven Application Programming Interface (API) to identify advice opportunities and deliver relevant content back through the Redtail CRM to the Advisor.

Leading with advice is proven to result in better client outcomes and Advisor business growth.“

WHAT ARE THE INTEGRATION POINTS BETWEEN BENTO ENGINE AND REDTAIL CRM? 

Bento Advice Packages are designed to support the advisor in providing advice to their client or prospect. These Advice Packages comes in the form of a clickable Bento Alert (which shows up as a Redtail task), triggered by Bento’s scanning your database for upcoming Bento Advice Opportunities.

The Bento Alerts follow the same structure across all life events or age milestones:

• The introduction of the current Bento Advice Opportunity for this client/prospect
• Why this Bento Advice Opportunity might be relevant for this client/prospect
• Links to compliance pre-approved materials that make up the Bento Advice Package
• A summary of best practices
• A summary of monetizable solutions that might be of relevance to the client/prospect

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.