News - Redtail Technology

27 Jul 2021

Category: Integrations

Updates include new Action and Trigger events available within Redtail CRM that you can use with Zapier to connect other web applications.

20 Jul 2021

Redtail’s Director of Training, Rick Williamson, has cognitive bias on his mind

Category: Best Practices

WealthManagement.com recently published Rick Williamson's piece, "Three Cognitive Biases That Could Be Hacking Your Culture". Here, he offers some additional thoughts on the...

16 Jul 2021

Best Practice Partner Spotlight – AdvicePay on July 20

Category: Integrations

Join this webinar on July 20 to learn how to expertly handle payments and track client billing preferences with AdvicePay and Redtail CRM.

16 Jul 2021

Release Note Focus: Preferred gender pronouns can now be added to contact records

Category: Release Notes

In Redtail CRM you can now add preferred gender pronouns for contacts within the Basic Information area of their records.

13 Jul 2021

Manage your CRM: How to customize your Contact Record preferences

Category: Resources

Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Contact Record” preferences.

09 Jul 2021

Practice Management Takeover with Amanda Jarvis, Senior Business Consultant with Cetera Financial Group, on July 13

Category: Best Practices

Join us as we explore how to successfully segment your clients and set up service offerings. Register now for this webinar with Amanda Jarvis.

08 Jul 2021

What the pandemic revealed to financial advisors about connecting with their future clients

Category: Best Practices

As we transition to a post-pandemic future, there’s no putting the genie back in the bottle with regard to the service and experience options our clients will expect moving ...

06 Jul 2021