DataDasher AI, developer of an agentic artificial intelligence platform tailored for financial professionals, has announced a strategic partnership with Bento Engine, a leading fintech specializing in timing insights and multi-format client engagement resources. This integration embeds Bento's proprietary life-event timing signals, client communication tools, and engagement features directly into the DataDasher ecosystem, enabling advisors to deliver timely, compliant, and personalized advice at scale.
Financial intermediaries operate in a high-stakes environment where timely, relevant advice is essential to maintaining client value amid competitive pressures. The DataDasher-Bento Engine collaboration addresses this by fusing Bento's award-winning life-event timing signals—designed to identify critical "Moments That Matter"—with DataDasher's AI-powered workspace. Advisors gain seamless access to proven communication resources and engagement tools, all without leaving their primary platform, fostering efficient, compliant interactions that convert prospects and nurture relationships.
DataDasher's core strengths in capturing unified client context through proprietary AI technology complement Bento's expertise in multi-format outreach. The platform automates key tasks such as meeting transcription, real-time data queries, task detection, and email drafting, freeing professionals to prioritize strategic advice. This partnership aligns with both companies' goals of empowering advisors to scale personalized guidance, simplifying workflows, and driving business growth in wealth management.
"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."
"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."
This alliance not only enhances operational efficiency but also positions financial professionals to deliver high-impact, data-driven advice that builds lasting client trust and accelerates practice growth.
DataDasher is an AI-powered platform designed specifically for financial services professionals. Based in San Francisco, DataDasher helps users save 15+ hours per week by automating workflows, reducing administrative work and turning every interaction into organized, actionable insights so that the focus can be on what matters most: building stronger client relationships and delivering tailored advice at scale.
Award-winning Bento combines powerful advice technology, proprietary content and timing expertise to empower financial advisors to better serve their clients and grow their business. 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, Tamarac 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 during "Moments That Matter" on their life journeys.
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