In July of 2022, our Building Your Tech Stack webinar series will focus on partners in the Cybersecurity and Form-filling categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.
Cybersecurity
Cybersecurity challenges abound across all industries in our digital world. Helping firms meet current challenges while also anticipating and addressing ever-evolving threats in the financial services space are the driving motivators of partners we feature in this category.
In a July 5 Building Your Tech Stack webinar with cleverDome, we’ll be considering the below:
How to take key cloud applications off the open internet
Join us as we learn about how cleverDome is making your data more secure and giving you the needed level of data security to pass your FINRA audit the first time. We will share best practices on data security and using the cleverDome technology.
Register now for this webinar on July 5 at 10:00 am Pacific.
Form-filling
Completing new account paperwork and eliminating NIGO items is likely an ongoing challenge for someone in your office. The ability to push good data from RedtailCRM into your form-filling software can greatly reduce some of the frustrations involved.
Form-filling software integrations typically allow a significant number of data fields to be pushed from any contact in Redtail and mapped to any built-out forms in your form-filling software.
In a July 26 Building Your Tech Stack webinar with Quik!, our topic is:
Launch Quik! From Redtail And More!
Now you can launch Quik! directly from inside Redtail and take advantage of the largest forms library (37,000+) serving financial professionals. Quik! brings in over 133 fields of data from Redtail to pre-fill these forms. And every signable form is ready to go directly out for e-signature – no template necessary. Find out what new features can help you work faster and get a preview of the new features Quik! is releasing to streamline client onboarding.
Register now for this webinar on July 26 at 10:00 am Pacific.
