Jason talks to Philipp Hecker, CEO of Bento Engine. It is a cutting-edge content and conversation system designed for financial advisors. The system's primary goal is to assist financial advisors in cultivating stronger client relationships and expanding their businesses.

Episode Highlights 

• 0.49: Bento Engine aims to help advisors focus on crucial moments in their clients' and prospects' lives. It operates as a B2B SaaS solution, integrating with widely used CRM systems through APIs.
• 2.05: During his time at JP Morgan's Wealth Planning and Advice unit, Phil witnessed the power of comprehensive advice in action. This unit included various financial planning teams across JP Morgan's private bank, broker-dealer business, and TRACE network.
• 5:30: As per Jason, some advisors opt to limit the number of households, they serve to provide high-level service, which may restrict their income potential. This approach often leaves the bottom end of their client base underserved.
• 13.41: Bento Engine triggers opportunities for gifting and personalization, and it often leads to fulfilment needs and product opportunities. Bento Engine is delighted to see the various directions that clients take in utilizing the platform's opportunities for the benefit of all involved parties.
• 15.06: By avoiding the need for a separate login or app, Bento Engine becomes a background system that enhances the CRM experience and provides advisors with timely opportunities and materials. 
• 19.40: AI language is an inefficient form of communication, and understanding clients' needs and concerns requires empathy and expertise.

3 Key Points

1. Bento Engine serves as a tax solution that integrates with popular CRM systems, making it the central hub of client-centric technology for advisors. By mining and leveraging client data, advisors can shine during crucial moments that matter in their clients' lives. 
2. Jason envisions that users of Bento Engine can use the triggered events to initiate other workflows, allowing for customized touchpoints with clients.
3. It's crucial to strike the right balance between AI-driven automation and the personalized human touch to ensure a successful and ethical implementation of AI technology in the financial advisory space.

Tweetable Quotes

• "Many financial advisors talk about providing holistic advice but may not consistently deliver it across their entire client base. Bento Engine aims to address this opportunity by providing a technology-driven solution that allows advisors to offer comprehensive advice consistently and efficiently to all their clients and prospects." - Philipp
• "Bento Engine sees the potential for artificial intelligence (AI) and large language models to unlock valuable insights from unstructured data within CRM systems." - Philipp
• "AI will not replace financial advisors; instead, it will make them more efficient, effective, and capable of serving more clients." - Philipp

Resources Mentioned:

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• LinkedIn – Jason Pereira's LinkedIn
• Podcast Editing

Hosted on Acast. See acast.com/privacy for more information.