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New Integration with Aidentified’s MoneyinMotion platform!

Category: Integrations
moneyinmotion feature

We are pleased to announce the integration between Redtail CRM and Aidentified’s MoneyinMotion, a solution that identifies wealth events across millions of executives within the United States and surfaces these insights through the M2 Platform in real time.

Aidentified logo

ABOUT AIDENTIFIED 
Aidentified’s MoneyinMotion enables the real-time monitoring, identifying, and harvesting of high-propensity wealth events and how they directly impact consumers in a predictive, prescriptive, and personalized way. Their next generation, AI-powered solutions, including Data Products and App-based insights, will add essential elements to improve sales, marketing, and retention. For more information, visit the Aidentified website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN MONEYINMOTION AND REDTAIL CRM?
After setup, contacts can be pushed to Redtail from either the web or the mobile versions of MoneyinMotion.

moneyinmotion redtail connectionDETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

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.