From Reactive to Proactive: How AI Is Transforming the Advisor-Client Relationship
In this webinar, Bento Engine and DataDasher show how advisors can turn client meeting intelligence into proactive, advice-driven engagement using AI and automation. See how to capture key insights automatically, identify milestone-driven opportunities inside the CRM, and save 10–15 hours per week while strengthening client relationships. If you're looking to move from reactive follow-up to a scalable engagement system, this session is for you.
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