ABOUT this webinar
Topic: 2 weeks of meeting prep in just a few clicks with Pulse360 & Redtail CRM
Description: Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.
A tedious part of every advisor’s week is prepping for upcoming meetings for the following week. Wouldn’t it be nice if you could eliminate this tedious process in just a few clicks? With Pulse360 and Redtail, you can now trigger workflows and tasks IN BULK to get your meeting agendas and preparation in place using only a few clicks. Come learn how eliminate double work and save clicks with Pulse360’s enhanced integration with Redtail CRM.
What is Pulse360?
Pulse360, a 2021 Wealthmanagement.com Industry Awards Finalist, was created to bring automation to meeting prep and follow-ups for financial advisors. Our remote-ready SaaS suite can make every aspect of fiduciary meeting prep and documentation 10X more efficient. The Company was founded in 2019 by Anand Sheth and James Hill. The Company is headquartered in Riverside, CA.