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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
18
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #5
Category: FinTech Industry
Your client base has grown to the point where it’s impossible to maintain a cohesive and holistic view of each client using your current methods. In turn, this poses challenges...
17
Feb
2021
Robots, repetition, and relationship-building
Category: FinTech Industry
"See a need, fill a need"; Redtail CRM helps you track and anticipate client needs and stay top-of-mind.
11
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4
Category: FinTech Industry
Your current tools aren’t cutting it. Tasks, processes, or appointments are falling through the cracks, and potentially damaging client relationships.
04
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #3
Category: FinTech Industry
You want ongoing, easy-to-access software support from live human beings who understand your challenges. You don’t want to pay extra for that.
03
Feb
2021
Best practices when adding Redtail-hosted email accounts to your mobile device
Category: FinTech Industry
Here, we share some tips from our Email Support team to help troubleshoot “missing emails” when attempting to view email on a mobile device.
28
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #2
Category: FinTech Industry
You want a flexible solution that both grows with you and that you can grow into.
21
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #1
Category: FinTech Industry
CRM implementation can be time-consuming – you only want to spend the time and effort required to implement a CRM system on one with a proven track record of advisor success.
14
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
Category: FinTech Industry
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
23
Nov
2020
Eat the big frog first: “recipes” for delighting your clients!
Category: FinTech Industry
Opportunities to delight clients abound, but you won't get to them if you put off the items you should have taken care of to begin your day.
17
Nov
2020
Redtail CRM Holiday Resources
Category: FinTech Industry
If you have any questions about Redtail tools you can use to assist with holiday outreach, check out this resource designed to assist you.