Redtail Technology Unveils Redtail Speak; First of Its Kind Compliance-Approved Text Messaging Solution for Financial Advisors

Platform embedded directly in Redtail CRM improves advisor-client communication GOLD RIVER, Calif., Oct. 5, 2017 /PRNewswire/ — Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, announced Redtail Speak, a compliance-approved, real-time communication platform for financial advisors. The first of its kind, Speak is embedded directly in the Redtail CRM and enables advisors to communicate with clients safely and securely via text messages. Speak allows advisors to provide a higher level of service to their clients while remaining compliant with all federal rules and regulations, including FINRA’s new regulatory notice which states that all text messaging conversations must be recorded. Every conversation, message and document is fully searchable and automatically archived, recorded daily and shared with the advisor’s email surveillance provider, offering advisors a safe, compliance-approved way to communicate with their clients. “At Redtail, we are dedicated to building next generation technology for financial advisors, and Speak is the culmination of years of research, software development and advisor feedback,” said Redtail Technology CEO Brian McLaughlin. “If advisors are already texting their clients, chances are they’re doing it out of compliance, and if they aren’t, they’re missing out on a huge opportunity. Today, people have come to expect real-time communication, and Speak’s revolutionary software enables advisors to meet those needs.” Redtail Speak, which is based on an award winning project from Fuse 2015, is completely customizable to fit the needs of every advisor and client, aligning with communication preferences from a range of generations. Advisors simply send a message through Speak to a client’s mobile number, and when the client replies via text, the...

Tailwag 2.0

Here’s a quick rundown of some of the changes you’ll find greeting you in Tailwag v.2.0 when you login to your CRM on February 9, 2017. Bear in mind that these are just some of the more significant updates and that you’ll find much more to make your working life easier as you dig into everyday usage in Tailwag v.2.0.​   “Today’s Overview” is now “Today” That’s right – Today’s Overview is now, simply, Today. The aim is to increase efficiencies and put your most pressing items directly in front of you upon login. Everything you’re used to seeing here will still be accessible from your tabs along the top of the page, just as Market News, Reminders and Accounts have been in the past.         Contact Overview – One look is all you need More important information about your clients and prospects than ever is now accessible directly from their Overview page. Their Timeline has been moved to a page within their record to make their Activities, Notes, Keywords, UDFs, IDs, etc., immediately available upon entering a contact record.       Notes – view what you want Notes now display in a more uniform fashion and Note Comments are hidden unless you click to view. These changes make scanning your notes easier and load times much swifter.               Calendaring made easier Bolder fonts and a revamped print Calendar make tracking your activities easier both online and off.         Roles – simplify Workflow Task assignments We recognize that every office has team members serving specific Roles...

Financial Media Exchange and Redtail Technology Announce the Integration of Redtail’s Robust CRM Functionality with FMeX’s Innovative Content-As-A-Service Platform for Financial Advisors

NEW YORK, Aug. 1, 2016 /PRNewswire Financial Media Exchange (FMeX), a leading provider of financial content, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into FMeX’s Content-As-A-Service platform for financial advisors. The CRM integration expands Financial Media Exchange’s relationship with Redtail, a leading provider of CRM solutions for financial professionals. The companies worked together to provide access to Financial Media Exchange’s content from the Redtail CRM user interface. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface. Dave Connor, Financial Media Exchange’s Vice President of Channel Development, said; “Incorporating Redtail CRM as a core functionality in FMeX’s platform is another example of our focus on helping advisors demonstrate value to their clients by embracing an open technology ecosystem to improve the daily management of their practices. We want to deliver an experience for advisors that best meets the needs of today’s investor.” “Redtail and FMeX share a commitment to investing in innovations that keep financial advisors ahead of fluctuating investor demands,” Brian McLaughlin, CEO of Redtail Technology, said. “The evolution of Financial Media Exchange’s Content-As-A-Service offering illustrates their continued commitment to delivering valuable tools built specifically for independent advisors.” “Our formula is really simple” explained Ric McConkey, CEO of Financial Media Exchange, “FMeX wants to help financial advisors ensure that their content is relevant, distributed effectively on the right device, at the right time and to the right client.” About Financial Media Exchange, Inc. FMeX is the world’s largest content library built exclusively for the financial services industry. Our single mission is to help...

Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform

GOLD RIVER, CA   Zapier redefines integrations by allowing unprecedented level of dialogue between financial technologies within advisory businesses The new feature removes financial advisors’ dependency on direct integrations between providers  Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents the leading edge of technology with regard to integrations, offering the single most advanced level of platform to platform dialogue available, bar none. Less than five years ago, the most in-depth integration would be a Single Sign On, or at best, a manual sending of information from one tool to another. Now, not only do advisors have the ability to seamlessly send valuable information between numerous tools, but they can also integrate tools directly within the CRM, regardless of whether they are “officially” integrated with one another, or with Redtail. “Those who know financial technology have known for some time that an advisory firm’s CRM is the foundation upon which their technology engine runs,” says Brian McLaughlin, CEO of Redtail. “Our integration with Zapier epitomizes this core truth. We are very pleased to offer our advisor partners cutting edge technological innovation on an ongoing basis and this partnership illustrates our commitment to that approach.” The integration between Redtail and Zapier removes the necessity for Redtail to directly integrate with a wide variety of technology platforms requested by users. Traditionally, integration is achieved when the right technicians from each company forge a common language that enables them to build a bridge between the two platforms. With Zapier, those bridges are already built, and users can now...

Morningstar And Redtail Technology Announce Expanded Agreement, Adding Redtail’s Robust CRM Functionality To Morningstar Office For Financial Advisors

CHICAGO, April 20, 2016 —Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice management system for financial advisors. The CRM integration expands Morningstar’s relationship with Redtail, a leading provider of CRM solutions for financial professionals. In 2014, the companies worked together to provide seamless access to Morningstar’s proprietary research and analytics within the Redtail CRM user interface. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface. Redtail will become an integral part of Morningstar Office, along with account aggregation, back-office services, and rebalancing capabilities. Jeff Schwantz, Morningstar’s head of advisor and wealth management solutions, North America, said, “Incorporating Redtail CRM as a core functionality in Morningstar Office is another example of our focus on helping advisors demonstrate value to their clients, by embracing an open technology ecosystem to improve the daily management of their practices. We want to deliver an experience for advisors that best meets the needs of the investors they serve.” In addition to account aggregation, back-office services, and rebalancing capabilities, Morningstar Office includes portfolio management and performance reporting, advanced research functionality, sophisticated investment planning, and secure client communication. Redtail CRM solutions include automated workflows, an intuitive user interface, and paperless office and email archiving. “Redtail and Morningstar share a commitment to investing in innovations that keep financial advisors ahead of fluctuating investor demands,” Brian McLaughlin, CEO of Redtail Technology, said. “The latest evolution of Morningstar Office illustrates Morningstar’s continued commitment to delivering valuable...

SEI’s ProcessWise Program Introduces New Workflows Designed To Maximize Advisor Efficiency And Productivity

48 Workflows Crafted for Sales, Client Service, Marketing, and Practice Management OAKS, Pa., May 20, 2015 – As financial advisors look for new sources of productivity and efficiency, SEI (NASDAQ: SEIC) announced today the launch of SEI ProcessWise, a comprehensive workflow program which streamlines client interactions, sales, marketing, and practice management tasks. With 48 step-by-step workflow processes across multiple business functions, SEI ProcessWise can be integrated with a firm’s CRM system providing staff members with automatic notifications to complete their assigned tasks. Through a partnership with Redtail Technology, SEI has preconfigured all of the workflows within the Redtail CRM platform to enable this integration for advisors using that CRM. The program is being launched as advisors face increasingly complex client relationships and ongoing industry consolidation making it more important for firms to create standardized processes in order to drive value. With a wide assortment of workflows and the added power of integration and automation, SEI ProcessWise provides the benefits of a highly-customized solution at a significantly lower cost. While the workflow processes and the integration are complimentary, the program also includes three months of training designed to ensure that advisors adopt the automated workflows into their daily routines at a nominal cost. “Despite the fact that they know they need to have workflows and systemized processes, most advisors simply don’t have the time it takes to develop their own or the resources to have someone else come up with a custom solution,” said Raef Lee, Managing Director of the SEI Advisor Network. “We believe we’ve come up with a solution that can be used across most aspects of an...