Redtail Technology

Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year 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. Redtail surveyed more than 1,750 financial advisory employees and discovered that the large majority of…

CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, today 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 Pilot customers will be able to seamlessly connect with their Redtail account to easily sync and access their contacts. Unveiled at the T3 Advisor…

Real Wealth Marketing ("Real Wealth®"), a leading provider of educational marketing content, and Redtail Technology ("Redtail"), a leading provider of client relationship management (CRM) solutions, now offer a seamless, turnkey marketing experience for insurance and financial professionals. "We're excited for this integration and are proud to be 100% turnkey for advisors." - Kayla Joosse, Content Quality Manager at Real Wealth®. Real Wealth® offers compliant drip marketing content that motivates consumers to take…

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced its integration with Redtail Technology ("Redtail"), a leading provider of client relationship management (CRM) solutions for financial services firms. "We know how important a CRM is to an advisor's marketing activity," said Robert Sofia, founder and CEO of Snappy Kraken. "Partnering with Redtail made sense for us because of how trusted they are in the space. Our users will appreciate the…