Bento Engine’s “Your Journey” Solution to Help Advisors Generate More Leads

New website tool designed to convert more website visitors into qualified booked meetings

NEW YORK--()--Bento Engine Inc. (“Bento”), a fintech empowering financial advisors to deliver proactive, comprehensive advice at scale, today announced the launch of its Your Journey tool to help advisors generate and convert more leads. Comprising a customizable widget that can be embedded into an advisors’ website, Your Journey offers prospective clients relevant and actionable advice while seeking to generate warm leads for advisors.

According to advisor website experts Twenty over Ten, the average U.S. financial advisor converts fewer than one percent of their website visitors into booked meetings. Bento’s Your Journey solution seeks to remedy this gap, inviting visitors to enter their year of birth to learn more about key financial milestones, or “Moments that Matter.” After receiving high-level information about these timely and relevant life events—from getting married to making retirement withdrawals or claiming Social Security benefits—prospects are encouraged to schedule a meeting or contact the advisor via an online form.

This simple interaction can concurrently help advisors express their value proposition while also learning what is top of mind for that potential client, better positioning them to acquire that new business.

“Prospects are often motivated to seek a financial advisor’s help based on a specific catalyst,” said Philipp Hecker, Chief Executive Officer of Bento Engine. “Your Journey recognizes this reality, proactively delivering valuable contextual information that serves as a springboard for a more meaningful advisor-prospect interaction.”

To participate in the Bento Engine Your Journey program, advisors must have a website based on WordPress and/or supported by one of the large marketing firms focused on wealth management. They also need a “Contact Us” form and/or Calendly functionality. The Bento team then handles all widget setup, including ensuring consistent “look & feel” in terms of fonts, colors, etc.

“Given the importance of winning new business, it’s critical that advisors use every tool at their disposal to create new and lasting relationships,” added Cassie Jackson, Chief Growth Officer at Bento. “With Your Journey, we’ve created a way for prospects to tap into the value of timely financial advice, which can in turn drive more and better conversions for the advisor.”

To learn more about Bento’s new Your Journey tool, go to Bento Engine - Your Journey.

About Bento Engine

Bento combines powerful advice technology, proprietary content and timing expertise to empower financial advisors to better serve their clients and grow their business. Founded by industry leaders with decades of industry experience in 2021, Bento’s mission is to bring advice beyond investing to more American families via their caring financial advisors, so that families thrive and advisor practices grow. Partnering with leading Client Relationship Management (CRM) tools, including Salesforce, Redtail, Wealthbox, Microsoft Dynamics, XLR8, and Practifi, Bento facilitates client outreach in multiple communication modes and allows advisors to efficiently serve their entire book of business with personalized, impactful advice. To learn more about Bento Engine, visit, and follow Bento on LinkedIn and Twitter.


Tom Warburton

Allie Zendrian