In September of 2022, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Insurance software categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.
In a September 20th Building Your Tech Stack webinar with Bento Engine, we’ll be considering the below:
Bento Engine + Redtail CRM: Technology Powering Human Engagement
Since our last joint discussion, the integration between Bento Engine and Redtail CRM has empowered more financial advisors to deliver timely, relevant advice to families across the wealth spectrum. Through a robust API connection to Redtail CRM, Bento provides advice engagement technology and a complete library of compliance pre-approved content and communication tools that enable you to engage all of your clients and prospects during key milestones in their life when financial advice matters the most.
In this webinar, we will share advisor best practices for delivering advice relevant to your clients and prospects through Redtail CRM, which helps you build deeper client relationships, more loyalty, and more referrals.
It’s time to bring advice beyond investing to more families so they can thrive and advisors’ practices can grow.
In a September 27th Building Your Tech Stack webinar with BackNine Insurance, our topic is:
Offer Life & LTC Insurance Inside Your Redtail CRM Now!
Imagine being able to cross sell life insurance and long term care to all your clients inside of Redtail? The solution is available now! Once turned on in Redtail you will be able to run life insurance quotes in seconds and apply in minutes! You will also be able to pre-fill 50% of the quote and application by pulling from your Redtail CRM. Join us for an educational webinar to learn more about our revolutionary life insurance software!