DataDasher AI, the agentic artificial intelligence platform designed for financial professionals, has announced a strategic partnership with fintech leader Bento Engine, combining timing insights with multi-format client engagement resources.

The integration brings Bento Engine’s proprietary life-event timing signals, communication resources, and engagement tools directly into the DataDasher ecosystem. Financial advisors and wealth management professionals can now access actionable insights and client engagement resources from a single unified workspace.

“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 workspace that helps them compliantly serve clients and prospects at precisely the right moments, with the right messaging.”

The partnership aims to help advisors navigate an increasingly competitive landscape, providing technology that saves time, strengthens client trust, improves prospect conversion, 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 enhances client context by capturing and organizing every interaction. Its proprietary AI tools help financial professionals save 15+ hours per week by streamlining meeting prep, client interactions, and follow-ups. Features include meeting transcription, note-taking, real-time data queries, task detection, and automated email drafting—all designed to make client engagement more efficient and impactful.

With this integration, advisors gain a comprehensive, AI-powered toolkit that merges insights and action, helping them deliver timely advice while maintaining compliance and workflow efficiency.