Wealth managers know that client life events can lead to growth opportunities—or churn. The path the relationship takes is often dependent on how quickly a wealth manager can re-engage a client with the most relevant and supportive information during these critical moments. After all, it’s during life events, as major shifts are happening, that clients need guidance the most. If a wealth manager fails to timely show up and with strong recommendations, the risk of churn dramatically increases.

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Here’s the good news: The days of constant life-event churn risk can be behind you.

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Today, we’re excited to announce our partnership with Bento Engine. Together, Zeplyn and Bento Engine are making it possible for wealth managers to automate their best advice during client life events. It all starts by capturing the most relevant and insightful client details and putting it to work for you.

Let’s take a closer look.

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Capture the most important client insights

Identifying life events is often the first hurdle in supporting clients through them. When 60% of client data gathering happens during meetings, yet less than 25% of meeting notes are logged into a CRM, life events often slip through the cracks. That’s a big problem. The more you know and can remember about your clients and prospects, the better positioned you are to support them. And that’s where Zeplyn comes in. 

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As the most accurate AI assistant for wealth managers, Zeplyn seamlessly captures real-time, structured meeting notes and action items during virtual or in-person client interactions. While you stay fully present and engaged with your client, Zeplyn documents your client’s key financial details, investment goals, personal preferences, life events, and more, even the important details the client mentions casually. 

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After your conversation, Zeplyn will send your meeting notes to your CRM. Your team no longer needs to wait for your notes to be logged before they begin working on the account. And you no longer need to sift through your notes or your CRM for life event details, because this is where Bento Engine steps into the picture.

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Take faster, strategic action

Bento Engine automatically identifies the life event notes and other details documented in your CRM and flags them for you. Not only will Bento Engine tell you which client or prospect is in the midst of or approaching a defining life event—whether they’re getting married, divorced, or having a child—it also delivers impactful, compliant client engagement recs tailored to those moments. Bento Engine serves wealth managers multi-format content like email templates, talking points, client visuals, and advisor FAQs. With this content, wealth managers are able to educate clients, deepen relationships, and deliver results in a timely manner and at scale.

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And that’s key.

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The average wealth manager book has 100 households, and 99% of them have at least one major life event every 5 years. That’s 200 life events to keep track of and curate high-quality, actionable content for, a back-office time investment that now gets to be reallocated to building stronger relationships and growing your practice.

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Turn every conversation into a growth opportunity

The world of wealth management is evolving, and Zeplyn and Bento Engine are proud to be empowering wealth managers to serve their clients in the most proactive way possible. By streamlining how client details are gathered, documented, and used to provide timely financial guidance, we’re giving wealth managers more than just a way to reduce churn. We’re enabling them to unlock growth through client- and prospect-centric opportunities.

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Curious to see how Zeplyn works? Start a free trial.

To learn more about Bento Engine, visit bentoengine.com.