by | Nov 7, 2019 | Press Release
BOZEMAN, MONT. (PRWEB) NOVEMBER 07, 2019 AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financial services firms, Redtail. This new capability eliminates the manual steps advisors previously used in their billing processes, saving time and improving accuracy, all of which helps advisors better manage their billing and payment processes. “Technology integrations are extremely important in helping advisors optimize their technology, while creating efficiencies for productivity,” said AdvicePay Co-founder Alan Moore. “This new integration with Redtail will simplify and streamline the billing process for advisors so that advisors can get paid more quickly.” This new integration enables advisors to sync client data across platforms and, through a single click, access that data in both platforms. Redtail users can map and send client information from Redtail to populate AdvicePay and immediately start the billing process. Additionally, Redtail users will be able to view AdvicePay invoices in Redtail in the same client record. “We are pleased to be integrating with AdvicePay to provide Redtail users easier access to the platforms that they use every day in their businesses,” said Brian McLaughlin, CEO at Redtail Technology. “Eliminating manual re-entry of data, particularly for common processes, saves advisors time and improves accuracy across platforms.” “We are delighted to work with Redtail as another of our many integration partners,” said Moore. “As the fee-for service model gains momentum, we will continue to invest in the platform to make AdvicePay even more useful to helping advisors grow their businesses.” About AdvicePay Established by well-known...
by | Oct 18, 2018 | Press Release
SACRAMENTO, Calif., Oct. 18, 2018 Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the rollout of advanced artificial intelligence capabilities that will enable advisory firms of all sizes to access valuable data and trends about current and prospective clients directly within the CRM. Redtail’s machine-learning features will make natural language processing accessible and affordable for the advisory community. Using the concept of “transfer learning,” Redtail can utilize smaller amounts of data to begin the learning process. The system then analyzes emails, notes and text messages to predict and estimate client needs, create better outcomes, and discover important connections that enable all parties to make better financial decisions. The Redtail platform analyzes: Sentiment, which identifies and categorizes opinions expressed in text, allowing advisors to quickly mitigate issues that arise Key phrases, classifying important pieces of conversations into relevant categories for easy evaluating Entities, which pinpoint new topics, brands, products, or goals that are gaining or losing traction with clients “Given the volume of data typically required for a machine to start learning, this level of artificial intelligence has only been available at large institutions – until now,” said Redtail CEO Brian McLaughlin. “What’s most exciting about this rollout is that Redtail has democratized access to AI to create a more intentional, informative process by which advisors at any firm can interact with their clients.” Advisors who use Redtail can integrate machine-learning capabilities into their workflows by automating actions within their CRM. They have the option to internally send emails or text messages with links to client sentiment data, which in turn decreases the response time to address...
by | Aug 16, 2018 | Press Release
Posted On: Aug 16 2018 05:19 AM For the 6th Time, Redtail Technology Appears on the Inc. 5000, Ranking No. 4436 NEW YORK, August 15, 2018 – Inc. magazine today revealed that Redtail Technology is No. 4436 on its 37th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. Not only have the companies on the 2018 Inc. 5000 (which are listed online at Inc.com, with the top 500 companies featured in the September issue of Inc., available on newsstands August 15) been very competitive within their markets, but the list as a whole shows staggering growth compared with prior lists. The 2018 Inc. 5000 achieved an astounding three-year average growth of 538.2 percent, and a median rate of 171.8 percent. The Inc. 5000’s aggregate revenue was $206.1 billion in 2017, accounting for 664,095 jobs over the past three years. Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. “If your company is on the Inc. 5000, it’s unparalleled recognition of your years of hard work and sacrifice,” says Inc. editor in chief James Ledbetter. “The lines of business may come and go, or come and stay. What doesn’t change is the way entrepreneurs create and accelerate the forces that...
by | Apr 11, 2018 | Press Release
The office will house 50 employees in Atlanta’s tech and creative hub. SACRAMENTO, Calif., April 5, 2018 /PRNewswire/ — Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to Atlanta, GA to accommodate its rapidly growing employee-base. The new office, which will be the company’s newly established East Coast headquarters, will provide capacity for future growth as the company prepares to more than double its customer service team. The 12,800 square-foot office is located in West Atlanta’s tech and creative hub in the Ellsworth Office Lots. True to Redtail’s culture, the building is dog and eco-friendly and includes bike parking, electric charging stations for cars and direct access to private outdoor space. The new structure is also home to market and café Star Provisions and Bacchanalia, one of Atlanta’s top-rated restaurants. Christian Devlin, first vice president at CBRE, represented Redtail in the office lease transaction. “Our employees are our greatest asset, which is why Redtail is committed to building and creating the best possible work environment for our team,” said Redtail CEO Brian McLaughlin. “We attribute our explosive growth to our warm company culture, talented employees and the unparalleled service and offerings we provide to financial advisors. With this expanded footprint, we’re also excited to attract Atlanta’s top talent while continuing our mission of being the employer of choice and helping financial advisors reach their goals every day.” The establishment of the Atlanta headquarters is further evidence of the company’s rapid growth nationwide. Last year, Redtail purchased and built out their West Coast headquarters in Sacramento, California, and leased a new office for their sales team in Chandler, Arizona. Since the Company’s founding 15 years...
by | Oct 5, 2017 | Press Release
Platform embedded directly in Redtail CRM improves advisor-client communication GOLD RIVER, Calif., Oct. 5, 2017 /PRNewswire/ — Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms, announced Redtail Speak, a compliance-approved, real-time communication platform for financial advisors. The first of its kind, Speak is embedded directly in the Redtail CRM and enables advisors to communicate with clients safely and securely via text messages. Speak allows advisors to provide a higher level of service to their clients while remaining compliant with all federal rules and regulations, including FINRA’s new regulatory notice which states that all text messaging conversations must be recorded. Every conversation, message and document is fully searchable and automatically archived, recorded daily and shared with the advisor’s email surveillance provider, offering advisors a safe, compliance-approved way to communicate with their clients. “At Redtail, we are dedicated to building next generation technology for financial advisors, and Speak is the culmination of years of research, software development and advisor feedback,” said Redtail Technology CEO Brian McLaughlin. “If advisors are already texting their clients, chances are they’re doing it out of compliance, and if they aren’t, they’re missing out on a huge opportunity. Today, people have come to expect real-time communication, and Speak’s revolutionary software enables advisors to meet those needs.” Redtail Speak, which is based on an award winning project from Fuse 2015, is completely customizable to fit the needs of every advisor and client, aligning with communication preferences from a range of generations. Advisors simply send a message through Speak to a client’s mobile number, and when the client replies via text, the...
by | Feb 2, 2017 | Press Release
Here’s a quick rundown of some of the changes you’ll find greeting you in Tailwag v.2.0 when you login to your CRM on February 9, 2017. Bear in mind that these are just some of the more significant updates and that you’ll find much more to make your working life easier as you dig into everyday usage in Tailwag v.2.0. “Today’s Overview” is now “Today” That’s right – Today’s Overview is now, simply, Today. The aim is to increase efficiencies and put your most pressing items directly in front of you upon login. Everything you’re used to seeing here will still be accessible from your tabs along the top of the page, just as Market News, Reminders and Accounts have been in the past. Contact Overview – One look is all you need More important information about your clients and prospects than ever is now accessible directly from their Overview page. Their Timeline has been moved to a page within their record to make their Activities, Notes, Keywords, UDFs, IDs, etc., immediately available upon entering a contact record. Notes – view what you want Notes now display in a more uniform fashion and Note Comments are hidden unless you click to view. These changes make scanning your notes easier and load times much swifter. Calendaring made easier Bolder fonts and a revamped print Calendar make tracking your activities easier both online and off. Roles – simplify Workflow Task assignments We recognize that every office has team members serving specific Roles...
