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The Bento Engine Integration

Michelle Lauffer
Michelle Lauffer
  • Updated

Overview

Bento Engine uses secure APIs to analyze client data in Wealthbox such as age milestones and major life events. Based on the analysis, the tool creates a convenient content package for the advisor, including branded PDFs and PowerPoint decks that can be passed along to the client. When Bento Engine sees an opportunity for advice, it will alert the advisor via a task in Wealthbox. The task will include links to the content package, best practices on how to use it, and suggestions for products the client may be interested in. 

Key features of the integration

  • Automatically creates tasks in Wealthbox that contain topics for advisors to discuss with clients.

How to enable the Bento Engine  integration

The integration between Wealthbox and Bento Engine is facilitated through a secure connection using an API key. This allows Bento to pull relevant client data from Wealthbox and deliver timely advice and content directly to you for client engagement.

Here’s a step-by-step explanation of the process:

1️⃣ Generate an API Key in Wealthbox

  • Log in to your Wealthbox CRM account.
  • Go to Settings (found by clicking your profile picture at the top right).
  • Select API Access from the settings menu.
  • Click Generate New Token.
  • Give your token a descriptive name like "Bento Engine Integration."
  • Copy the API key that Wealthbox generates (this is the only time you'll see it, so make sure to save it somewhere temporarily).

2️⃣ Add the API Key to Bento Engine’s Onboarding Portal

  • Log in to your Bento Engine Advisor Portal (they’ll give you access during onboarding).
  • Go to the Integrations section of the portal.
  • Choose Wealthbox CRM from the list of integration options.
  • Paste the API key you copied from Wealthbox into the designated field in Bento’s portal.
  • Save or confirm the integration.

This link covers enabling the integration, setting up alerts, and creating life event tags.

 

How does the Bento Engine integration work?

A Webinar on the Integration of  Bento Engine + Wealthbox:  Watch Now