In February of 2022, our Building Your Tech Stack webinar series will focus on a partner in the Advisor Tools category. A description of that partner category along with the partner we focus on in our webinar this month is below.
Advisor Tools
Not all software fits neatly into a traditional fintech category such as financial planning, CRM, investment research, etc. Partners included in the Advisor Tools category may offer advisors anything from AI-based relationship mapping to streamlined meeting prep to student loan analysis to automated scheduling reminders to a host of other functions. Regardless of the function of an advisor tool, integration with your CRM means you are boosting the efficiencies, accuracy, and/or effectiveness of your day-to-day operations.
In a February 22 Building Your Tech Stack webinar with Louise by TIFIN, we’ll be considering the below:
Accelerating Prospecting for High-Net Worth Households Using Charitable Planning w/ Louise by TIFIN & Redtail CRM
Philanthropy is on the rise, and advisors who incorporate charitable giving into their practice have 3 times higher organic growth and 130% more assets per client.
Join this webinar to meet Louise, a modern charitable giving platform that empowers advisors and the families they serve to give, grow and grant in new ways. With Louise, advisors can offer their clients and prospects the tax-efficiency of Donor Advised Funds while building deeper and broader relationships with client families. Learn how advisors differentiate and grow their firm by offering a personalized giving experience to high-net-worth households, while building new relationships with heirs of their clients.
We will also showcase the new Redtail and Louise integration in action. Ready to meet Louise? Register for the webinar today.
Louise is a charitable giving platform that empowers advisors to grow their practices by becoming an integral part of their clients’ charitable giving process. Our unique approach to Donor Advised Funds engages family members across multiple generations to collaborate in their charitable giving. Louise’s customer-centric digital interface first guides advisors and families in creating a mission statement and then utilizes AI to curate a list of relevant charities. In addition, Louise is distinctive amongst DAFs in its ability to align the portfolio investments with the family’s giving behaviors. Learn more at meetlouise.com.
Register now for this webinar on February 22 at 10:00 am Pacific.
