We were excited to find out we have been named as a finalist in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new mobile app. We completely overhauled the Redtail CRM app back in February of this year, so that makes this recognition all the more exciting!
You can see the full list of 2020 Industry Awards finalists here. It’s wonderful to see so many of our partners and friends on this list as well!
Winners will be announced on September 10, 2020 at the Wealthies Live Virtual Awards Event.