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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
27
Apr
2020
Release Note Focus: Redtail CRM App’s Contact Card Icon Updates
Category: Release Notes
Recent updates to the mobile app provide both visual cues and greater flexibility with regard to icons on display at the top of Contact Cards.
21
Apr
2020
Training from Home Summer Series
Category: Training
We’re excited to officially open registration, free of charge, for our Training From Home Summer Series.
17
Apr
2020
Redtail’s First Retiree!
Category: Culture
Today, we are celebrating Susan Webb, Redtail's graphic designer, as she is about to become Redtail's very first retiree!
16
Apr
2020
Redtail Q&A with U.S. News & World Report
Category: FinTech Industry
Redtail CEO Brian McLaughlin recently had a Q&A session with Coryanne Hicks over at U.S. News & World Report.
15
Apr
2020
Proud Participants in #TakeoutTuesday
Category: Culture
On Tuesday (April 14th) we invited our staff members to feed themselves and their families while supporting locally owned, non-chain restaurants.
13
Apr
2020
CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs
Category: FinTech Industry
After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable 2.0!
09
Apr
2020
CEO Roundtable: Leading Through Change in The Age of COVID-19
Category: FinTech Industry
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, l...
08
Apr
2020
Steadiness stands out in times of disruption
Category: Best Practices
Redtail's Director of Sales David Mehlhorn shares his thoughts on how advisors might approach dealing with disruptions such as COVID-19.
06
Apr
2020
New Integration with fpPathfinder!
Category: Integrations
fpPathfinder is a financial planning tool aimed at helping diligent advisors ensure their client is on the right planning path. This integration allows you to launch their Chec...
03
Apr
2020
New Integration with BackNine Insurance!
Category: Integrations
BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with Redtail CRM!