ABOUT this webinar
Topic: Revolutionize Your Process Management with Orion and Redtail
Description: Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships.
Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors.
Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.