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Redtail Technology > News > Integrations > Best Practice Partner Webinar with Aidentified on January 26!

Best Practice Partner Webinar with Aidentified on January 26!

Category: Integrations
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Aidentified reveals best paths for sales teams, account execs and brands to connect to hyper-targeted, qualified prospects using predictive analytics and next level AI-based relationship intelligence mapping.

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ABOUT this webinar
Topic: Relationship Intelligence 2.0 – Accelerate Conversations and Conversions
Description: Learn how to grow your business with Aidentified: a relationship intelligence and next-gen prospecting platform that allows you to discover unique and qualified prospects as well as monitor your existing client base from over 300M professional and consumer profiles. Gain in-depth insights on prospects like inferred income, household information, interests, home value, and more. They also send real-time notifications if one of your clients experiences a financial or life event, so you are well-informed, personalize communication, and retain valuable clients. And they did not forget about the value of referrals. Aidentified goes one step further and identifies relationship paths to unique prospects so you can always have a warm introduction and ultimately secure more business. Join our Webinar to get an inside look at Aidentified.

Register now for this webinar on January 26 at 10 am Pacific.

WHAT ARE THE INTEGRATION POINTS BETWEEN AIDENTIFIED AND REDTAIL CRM? Contacts can be pushed to Redtail from either the web or mobile version of Aidentified.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.