Bitsy: “Bitsy makes practicing easier”
ABOUT Bitsy “Bitsy was built to automate what slows advisory firms down. Back-office workflows around prospect/client outreach, data gathering, data input and maintenance are some of the biggest bottlenecks that most advisory teams/firms won’t readily admit to.
Compliance around these tasks, along with customer engagement, is also tedious and stress-inducing. Bitsy does all the heavy lifting for an advisory firm in these areas so they can focus on more profitable work or more time to do as they please.“
WHAT ARE THE INTEGRATION POINTS BETWEEN BITSY AND REDTAIL CRM?
This new integration allows mutual subscribers to pull client data from Redtail CRM into Bitsy as well as to push client data from Bitsy into Redtail CRM.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.
0146-OAT-1/19/2023
