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support@redtailtechnology.com

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New integration with FA Client Machine!

Category: Integrations
integration updates

Automate your marketing, stand out with educational and entertaining videos, and engage prospects and clients with your digital presence!

ABOUT FA Client Machine

FA Client Machine exists to help financial advisors like you attract and retain more clients by leveraging cutting edge video marketing strategies (powered by YouTube, Social Media and Email Marketing) to grow your practice quickly. For more information, visit the FA Client Machine website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN FA CLIENT MACHINE AND REDTAIL CRM?
All new leads generated by FA Client Machine will be delivered to your Redtail CRM database as contacts in real-time.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this 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.