Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or Wealthbox CRM. Salesforce is coming soon.
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“Financial Advisors tend to use a hodge-podge of old technologies that are clearly not made to handling their meeting notes – the lifeblood of their practice,” said Anand Sheth, Founder and CEO of Pulse360. “Our goal in bringing the Automatic Task Creation feature is to harness technology to work for the financial advisor and make their practices efficient and systemized.”
Financial Advisors can now use their frequently used written advice and attach a task template to it. From that point, anytime the advisor emails the same advice to their clients, a task will automatically be created in either Redtail CRM or Wealthbox CRM – removing the need to manually type up tasks in CRMs. The deep integration between Pulse360 and Redtail CRM or Wealthbox CRM is bi-directional and if a task is marked as completed in the CRMs, it will be reflected in Pulse360 – not requiring the advisor to update two systems.
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“Automating communication with clients and now automating daily work has never been easier with the deep two-way integration between Pulse360 and Redtail CRM,” said Brian McLaughlin, CEO of Redtail Technologies. “Financial Advisors are huge beneficiaries of our work together.”
Pulse360’s patent-pending Automatic Task Creation technology deeply integrated with Redtail CRM and Wealthbox CRM, brings immediate practice efficiency gains for Financial Advisors. Anand adds, “The financial advisor can focus more on the value they create for clients versus having to fight old technology to handle their meeting notes!”
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