Clout is a content marketing platform that empowers financial advisors to stand out with thought leadership that is highly personalized to each individual client’s interests and investments.
ABOUT Clout Clout maps your client profiles and investments to thought leadership and insightful content from thousands of sources across asset managers, leading publications and in-house thought leadership. This creates a highly personalized and relevant content feed that can be distributed across email and social media. Plus, Clout’s sophisticated compliance workflows and analytics tools allow your team to ensure that advisors are only sharing firm-approved material and your teams can see what is resonating best in real-time.
WHAT ARE THE INTEGRATION POINTS BETWEEN CLOUT AND REDTAIL CRM? Clout users can import their Redtail contacts into their Clout accounts to create email lists. From there, they can share content with that email list.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.