Search Results for: Redtail CRM

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
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Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
MaxMyInterest Integrates with Redtail Technology
Banking Business Fintech News Robotic Process Automation

MaxMyInterest Integrates with Redtail Technology

Fintech News Desk
by Fintech News Desk0
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial......
Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
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Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
by Fintech News Desk0
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......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Business Fintech News

Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared To Work From Home

Fintech News Desk
by Fintech News Desk0
Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from their 2020 “Working Remotely” survey, which set out to uncover how advisors adapted during COVID-19. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit Redtail......
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Business Fintech News

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

Fintech News Desk
by Fintech News Desk0
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. Read More: SBLI Increases Coverage to $750K......
Artificial Intelligence News

FP Alpha and Redtail Technology Announce New Integration

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven comprehensive wealth management solution that helps advisors identify and provide actionable recommendations to clients, is now integrated with Redtail Technology FP Alpha, an AI-driven wealth management solution for financial advisors, announced today a new client data integration with Redtail Technology (Redtail), a leading provider of client relationship management......
Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
Fintech News

Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Importance Of Customer Experience Management In Fintech Industry
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Importance Of Customer Experience Management In Fintech Industry

Pooja Choudhary
by Pooja Choudhary0
Customer Experience In Fintech: What Does It Entail? Customer evaluates a fintech proposal based on the benefits they perceive. The consumer experience is impacted by many perks. In this article, we intend to examine the few variables that influence the fintech consumer experience in the context of speed, assurance, ease......
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