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Redtail Technology > News > FinTech Industry
02 May 2023
Redtail Blog Feature Graphic - Best Practices
The benefits of bringing cash into your orbit
Category: FinTech Industry
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
04 Apr 2023
Redtail Blog Feature Graphic - Best Practices
Five Ways that Time Management Software Increases Advisor Revenue
Category: FinTech Industry
"Five Ways that Time Management Software Increases Advisor Revenue" - Guest blog post from Vito Grammatico, Founder and CEO of TimeLyft
23 Mar 2023
Manage Your CRM – General Options
Manage your CRM: Manage Database Account Lists
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
13 Jan 2023
Redtail Blog Feature Graphic - Best Practices
A guest blog post from Stephanie Dannebaum of Stephanie Dannebaum Consulting
Category: FinTech Industry
Guest blog post: Stephanie Dannebaum, Founder/Stephanie Dannebaum Consulting - "Taking your Technology from Major Barrier to Exponential Growth"
26 Oct 2022
Manage Your CRM – General Options
Manage your CRM: Manage Workflow Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
21 Oct 2022
Redtail Blog Feature Graphic - Best Practices
A guest blog post from Derek Notman of Intrepid Wealth Partners
Category: FinTech Industry
Guest blog post: Derek Notman, Founder/CEO at Intrepid Wealth Partners - "Tips for financial advisors to set up an RIA"
16 Aug 2022
Manage Your CRM – General Options
Manage your CRM: Manage Note Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
22 Jul 2022
Manage Your CRM – General Options
Manage your CRM: Manage Mail Merge Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
14 Jul 2022
Redtail Resources graphic
Redtail CRM Client Account Management Resources
Category: FinTech Industry
If you have any questions about Redtail client account management, a good place to begin seeking answers is this resource designed to assist you.
23 Jun 2022
How to Handle Feature
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: FinTech Industry
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.