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Contact: 800-206-5030
support@redtailtechnology.com
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
16
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Multiple Rep Codes
Category: FinTech Industry
Redtail CRM makes it easy to designate specific staff members or teams for the various interactions a client has with the firm.
02
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Client Loyalty
Category: FinTech Industry
You can keep clients longer by giving them reasons not to leave. Learn how to use Redtail CRM to reward client loyalty.
23
Aug
2021
Tips from Redtail’s Training Team: How to Handle . . . RMDs
Category: FinTech Industry
By managing and tracking RMDs in Redtail CRM, you keep everything in one secure location for your entire office to reference and utilize.
06
Aug
2021
Manage your CRM: How to customize your Notification Options preferences
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.
13
Jul
2021
Manage your CRM: How to customize your Contact Record preferences
Category: FinTech Industry
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Contact Record” preferences.
08
Jul
2021
What the pandemic revealed to financial advisors about connecting with their future clients
Category: FinTech Industry
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 for...
22
Jun
2021
Manage your CRM: How to customize your Calendar Management preferences
Category: FinTech Industry
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Calendar Management” preferences.
20
May
2021
Manage your CRM: How to customize your Activity Management preferences
Category: FinTech Industry
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Activity Management” preferences.
10
May
2021
Manage your CRM: How to customize your General Options preferences
Category: FinTech Industry
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “General Options” preferences.
06
Apr
2021
Guest blog post from Charesse Spiller of Level Best
Category: FinTech Industry
Guest blog post: Charesse Spiller, Founder and Operations Consultant at Level Best - "Maximize Your Client Journey for Ultimate Scalability"