ABOUT Financial Seminar Services “We specialize in seminar mailings, targeted mailing lists, and digital advertising for financial and insurance professionals. We come from the business and understand how important your marketing campaigns are to you and your business’ success. “
WHAT ARE THE INTEGRATION POINTS BETWEEN FINANCIAL SEMINAR SERVICES AND REDTAIL CRM?
Financial Seminar Services will regularly push comprehensive seminar information to Redtail CRM, enabling users to manage seminar details directly within the CRM and streamlining notes and task management.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.
2721-OAT-9/28/2023
