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Pandemic underscores value of CRM

Category: FinTech Industry
Redtail Blog Feature Graphic - Industry Updates

Redtail CEO Brian McLaughlin recently joined Nicole Casperson at InvestmentNews for a 3Questions segment. In their short conversation Brian discusses how the pandemic has further underlined the value of CRM’s importance in financial services as well as discussing why Redtail so highly values education as a fintech provider. That episode 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.