Users of Redtail CRM can now seamlessly integrate with Levitate’s personalized marketing tools.
Levitate, the keep-in-touch marketing platform started by former ShareFile founder Jesse Lipson, announced an integration partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors.
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Levitate offers a solution for financial advisors wary of mass-blast email marketing and other inefficient, impersonal outreach tools. The platform helps advisors nurture client and prospect relationships through keep-in-touch marketing. With the launch of their integration, Levitate and Redtail offer a complete CRM and personalized marketing tool built with the finance industry in mind.
“Relationships have always formed the foundation of any financial advisor’s success. Now, they’re more important than ever,” says Jesse Lipson, CEO of Levitate. “This partnership between Redtail and Levitate allows advisors to keep in touch in a personal and authentic way with hundreds of customers and prospects using our software.”
With this simple, one-click integration, Levitate now maps users to contacts in Redtail to automatically pull in contact information, birthdays, anniversaries, familial relationships, and other important tags and notes. Notes and emails sent in Levitate are visible in Redtail, and changes to Redtail contact profiles are actively synced back to Levitate. Used in conjunction, the platforms marry industry-leading CRM functionality with a pioneering email marketing tool tailor-made for financial advisors.
“Redtail has always been an advocate of using technology to continuously improve financial advisors’ client relationships,” says Brian McLaughlin, CEO at Redtail Technology. “Our integration with Levitate offers advisors a great opportunity for streamlining their personalized email marketing process. With the ability to sync clients from Redtail to Levitate’s platform, and then send notes back to Redtail documenting client interactions, advisors can reach their clients easier and faster.”
