With the Bento integration, DataDasher further expands its capabilities to provide purpose-built content and high-impact advice at scale for customers
SAN FRANCISCO, Oct. 2, 2025 /PRNewswire/ — DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, today announced a new strategic partnership with Bento Engine, a leading fintech known for combining powerful timing insights with multi-format client engagement resources.
The integration equips financial advisors and wealth management professionals with seamless access to Bento Engine’s award-winning proprietary life-event timing signals, proven client communication resources and engagement tools, all within the DataDasher ecosystem.
“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.”
The partnership reflects a shared commitment by DataDasher and Bento Engine to help financial advisors thrive in an increasingly competitive environment by providing time-saving technology that strengthens client trust, converts prospects, drives growth and simplifies daily workflows.
“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.”
DataDasher AI offers a unified client context, ensuring every professional touchpoint is captured, organized and actionable. Utilizing proprietary AI technology, DataDasher helps financial professionals save 15+ hours each week by streamlining meeting prep, client interactions and follow-ups with tools for meeting transcription and note-taking, real-time data queries, task detection and automated email drafting.
DataDasher and Bento will be hosting a joint webinar on Oct. 22 at 2 p.m. ET to showcase the new integration. Interested parties can register here: https://us06web.zoom.us/webinar/register/WN_T25gkVmwRF-A7uUIm8mTLw
Financial advisors can also contact Nick Brakovich, DataDasher’s chief revenue officer, directly at [email protected] or visit datadasher.ai to learn more.
About DataDasher AI
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. To learn more about how DataDasher can help users move from siloed data to trusted, actionable intelligence, professionals can book a tailored demo or request a sandbox trial environment by visiting www.datadasher.ai/demo.
About Bento Engine
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. To learn more about Bento Engine, visit bentoengine.com, and follow Bento on LinkedIn and X.
Contact:
Jennifer Franklin
Spotlight Marketing Communications
949.427.1385
[email protected]
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SOURCE DataDasher AI
