How Being High-Tech Leads To Being High-Touch With Customers

Philipp Hecker is the Co-founder and CEO of Bento Engine, a B2B Fintech SaaS company at the intersection of technology and effective wealth management advice. He is passionate about wealth management advice that goes beyond investing and actually improves the lives of his clients. Before founding Bento Engine, Philipp spent 15 years on Wall Street at Deutsche Bank and JP Morgan. He is also a Procter and Gamble-trained brand manager.

In this episode…

There are universal moments and experiences that require financial advice. Everything from marriage to retirement to death calls for robust financial counseling. So where can you get the wealth management support you deserve to navigate such events? 

Philipp Hecker says that when major money-in-motion events occur, as a client-centric financial advisor, you want to be there and advise your clients through all of the implications. He noticed that it is what the advisors do for their main clients and drove him launch Bento. His idea behind Bento is to use technology to automate and scale the great work that advisors are doing to bring the magic to the woefully underserved.

In this episode of The Customer Wins, Richard Walker sits down with Philipp Hecker, Co-founder and CEO of Bento Engine, to discuss the importance of financial advice. Philipp talks about Bento Engine and how it helps people, the catalyst that made him get into the wealth management industry, how Bento won its first customer, and how AI impacts the customer experience.