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Redtail Engages AI to Boost Advisory Community

Posted by: rt2019
Category: Best Practices, New Features
Redtail AI post

Redtail Technology, Inc. began as a beta system and evolved into a leader in Web-Based Client Relationship Management solutions for the financial adviser. Company CEO Brian McLaughlin, highlights Redtail’s A.I. offering and how it will impact advisors and help them improve their businesses.

Watch full video on watchfintechtv.com website.

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.