Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time
Redtail Technology > News > Integrations > Building Your Tech Stack webinar with Bento Engine on September 20!

Building Your Tech Stack webinar with Bento Engine on September 20!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar - Bento Engine

ABOUT this webinar
Topic: Bento Engine + Redtail CRM: Technology Powering Human Engagement
Description: 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.

Redtail dog with a headset

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