Contact: 800-206-5030
support@redtailtechnology.com

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Redtail Campaigns

Redtail Technology > Redtail Campaigns
Redtail Campaigns has library of great content
Redtail Campaigns steps

Empowering Advisors with
pre-built marketing campaigns

Redtail Campaigns, powered by Snappy Kraken*, helps advisors and firms drive new business and deepen client relationships through access to hyper-personalized marketing collateral.

As we found in our own 2019 AdvisorComms Survey of more than 3,200 wealth management professionals across the United States, 22% of respondents indicated their offices do not tailor marketing content to their clients at all. More telling, of the respondents who do, less than 6% consider any client characteristics outside of age, income, gender or education for the purpose of crafting tailored client content. Putting it bluntly, generic content that doesn’t take anything into account other than basic demographic info is unlikely to move the needle much in terms of an advisor’s prospecting or client engagement efforts.

To ease these challenges and support the growing marketing needs of financial advisors, Redtail Campaigns users will have access to all the features and functionality of Snappy Kraken’s current offering, including compliance workflow, integrations, an automation platform, and custom content that are only available to Redtail Campaigns users.

With Redtail Campaigns, advisors will find a well-designed platform with great content designed to be effective whether an advisor is attempting to nurture prospective, new, or existing client relationships.

*Users do not need an account with Snappy Kraken to have a Redtail Campaigns subscription.

View DEMO

Redtail Campaigns offers a way for you to market to your prospects and clients on an ongoing basis with pre-built marketing campaigns targeting specific stages of the client lifecycle.

2031-OAT-10/26/2022

Redtail Campaigns Features

Redtail Campaigns Email copy

Redtail Campaigns will continue to add new content and campaigns to the platform to ensure you’re never at a loss for materials to help you nurture your client and prospect relationships.

Redtail Campaigns newsletter content

Having FINRA-reviewed materials available for your campaigns tends to dramatically decrease the time you’ll need to get things approved by your compliance department.

Redtail Campaigns newsletter content
Redtail Campaigns is ready to Launch

Users will benefit from Snappy Kraken’s built-in compliance workflows and full access to an existing library of campaign content, with more coming online all the time.

As an advisor we know it can be a huge challenge for you to find the time to consistently engage with your prospects and clients in meaningful ways. Our new solution, Redtail Campaigns, offers a way for you to market to your prospects and clients on an ongoing basis with pre-built marketing campaigns targeting specific stages of the client lifecycle.

Redtail Campaigns Dashboard

After your account setup, you can choose to use these campaigns as-is, running multiple campaigns per month aimed at clients in different lifecycle stages, all with a minimal investment of time on your part.

Redtail Campaigns Dashboard
Redtail Campaigns has a Redtail CRM Integration

Coupling the amount of contact data that Redtail CRM allows you to track with the opportunities available to segment your contacts in meaningful ways based upon that data, Redtail CRM is a natural springboard from which to initiate targeted, well-timed marketing campaigns.

As an advisor we know it can be a huge challenge for you to find the time to consistently engage with your prospects and clients in meaningful ways. Our new solution, Redtail Campaigns, offers a way for you to market to your prospects and clients on an ongoing basis with pre-built marketing campaigns targeting specific stages of the client lifecycle.

What about the Price?

Annual Contract
$ 200 per month per user

$0 setup fee

EARLY ACCESS
Annual Contract
$ 255 per month per user

$0 setup fee

Month-to-Month
$ 305 per month per user

$500 setup fee

No Contract Required

Call our Sales Team at 800-206-5030 opt.2 to inquire.

1992-OAT-10/21/2022