Econiq: “Run Better Financial Advice Meetings”
ABOUT Econiq “Econiq helps organizations who deliver financial advice run better virtual meetings. Our patented solution, The Conversation Hub, uses the power of visual communication to maintain client focus during meetings, improve connection, enhance discovery and create new opportunities for your business.“
WHAT ARE THE INTEGRATION POINTS BETWEEN ECONIQ AND REDTAIL CRM?
— Pull contacts from Redtail into The Conversation Hub
— Push meeting notes and summary to Redtail
— Automatically create tasks in Redtail
— Automatically trigger workflows in Redtail
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.