With the Bento integration, DataDasher further expands its capabilities to provide purpose-built content and high-impact advice at scale for customers
DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, announced a new strategic partnership with Bento Engine, a leading fintech known for combining powerful timing insights with multi-format client engagement resources.
The integration equips financial advisors and wealth management professionals with seamless access to Bento Engine’s award-winning proprietary life-event timing signals, proven client communication resources and engagement tools, all within the DataDasher ecosystem.
“Financial intermediaries need smart, timely and actionable insights to remain invaluable to their clients,” said Alexander Kearns, CEO of DataDasher. “By embedding Bento Engine into our platform, we’re giving advisors a more powerful, unified workspace that helps them compliantly serve clients and prospects at precisely the right moments, with the right messaging.”
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The partnership reflects a shared commitment by DataDasher and Bento Engine to help financial advisors thrive in an increasingly competitive environment by providing time-saving technology that strengthens client trust, converts prospects, drives growth and simplifies daily workflows.
“Bento’s mission is to empower advisors to scale impactful advice during key ‘Moments That Matter’ on the financial life journeys of their clients,” said Bento Engine CEO Philipp Hecker. “By partnering with DataDasher, we are moving directly from signal to action so that wealth management professionals can more easily advise more clients, all within the flow of their daily work.”
DataDasher AI offers a unified client context, ensuring every professional touchpoint is captured, organized and actionable. Utilizing proprietary AI technology, DataDasher helps financial professionals save 15+ hours each week by streamlining meeting prep, client interactions and follow-ups with tools for meeting transcription and note-taking, real-time data queries, task detection and automated email drafting.
Source: PRNewswire
