Bento Engine and Aidentified Partner to Help Advisors Turn Relationship Intelligence & Data Insights Into Proactive Advice

Aidentified is excited to announce a new partnership with Bento Engine, a leading tech and content solution that enables advisors to scale personal advice during “Moments That Matter” for their clients and prospects.

Bento Engine provides advice technology and Next Best Action alerts that plug directly into advisors’ existing workflows to deliver compliance-approved content, in whatever format fits the conversation. Through our partnership, advisors using both Aidentified and Bento Engine can bring relationship intelligence and proactive advice together, giving them a fuller picture of who to reach out to, on what topic, at what point in time—and equipping them with the right advice, in the right format.

Bringing Relationship Intelligence and Proactive Advice Together

Aidentified's database covers more than 300 million US individuals, surfacing up to 200 attributes on each profile, including 100+ million professional profiles and mapped relationship paths that help advisors identify warm introductions rather than relying only on cold prospecting.

Bento Engine tracks 38 "Moments That Matter," including 16 age-based milestones such as Medicare and Catch-up Contributions eligibility, and 14 life events like buying a home, getting married, having a child, or receiving an inheritance. When one of these moments occurs, Bento flags it in the CRM and equips the advisor with ready-to-share content in the format that best facilitates a meaningful conversation with the client—whether that’s an email, talking points, or even a deck.

Bento Engine's core belief is that impactful advice is still best delivered by humans to humans, supported by smart technology. Rather than replacing advisors, Bento is built to make them more efficient and proactive: its advice engine mines an advisor's CRM data for upcoming milestones, matches those moments against a compliance-approved content library, and delivers the right material at the right time.

Both Aidentified and Bento Engine Bento already integrate with CRMs like Salesforce, HubSpot, Redtail, and Wealthbox, so advisors get alerts, insights and materials without changing how they work.

Complementary Parts of the Growth Equation 

As one of the leading data intelligence companies in the financial services sector, Aidentified provides continuously updated insights, wealth events, and relationship mapping. Bento Engine provides the timing and content to act on it, delivering timely, tailored advice that deepens client relationships and converts prospects by facilitating real conversations.

Together, Aidentified and Bento Engine give advisors a more complete view of their book, one that connects who a client knows to what's actually happening in their life. Even in our dynamic industry, the growth equation for advisors still comes down to who shows up at the right time with the right context and advice. That’s what this partnership is built for.

To learn more about this partnership, connect with Aidentified and Bento Engine.

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