In March of 2023, our Building Your Tech Stack webinar series will focus on partners in the Form-filling and Advisor Tool categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.
Form-filling software
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 Redtail CRM 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 March 7th Building Your Tech Stack webinar with Quik!, we’ll be considering the below:
Make Redtail Work Harder for You with Quik!
Want to fill out twice as much data on forms with your Redtail CRM? In this webinar, we’ll show you how Redtail and Quik! work together to pass up to 133 fields of rich customer data directly from Redtail right into prefilled forms. So, you can make finding, filling out, and e-signing forms faster and better than ever before. Plus, you’ll find out about our newest features like creating duplicate forms and get a preview of what’s upcoming in 2023.
Register now for this webinar on March 7th at 10:00 am Pacific.
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 March 21st Building Your Tech Stack webinar with Bento Engine, we’ll be considering the below:
Redtail + Bento = Leading with Advice
Join us to see how the integration between Redtail and Bento Engine empowers advisors to deliver proactive advice to all of their clients and prospects. The best part? You don’t even have to leave your Redtail CRM! Learn how Bento delivers timely activities in Redtail that include all of the content and talking points you need to serve your clients on age milestones, life events, and financial literacy opportunities for their children. Bonus feature: Discover the new “Your Journey” Lead Gen Tool, which converts more of your website traffic into booked meetings.
Register now for this webinar on March 21st at 10:00 am Pacific.
0630-OAT-2/27/2023
