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Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform

Category: Press Release


  • Zapier redefines integrations by allowing unprecedented level of dialogue between financial technologies within advisory businesses
  • The new feature removes financial advisors’ dependency on direct integrations between providers 

Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents the leading edge of technology with regard to integrations, offering the single most advanced level of platform to platform dialogue available, bar none.

Less than five years ago, the most in-depth integration would be a Single Sign On, or at best, a manual sending of information from one tool to another. Now, not only do advisors have the ability to seamlessly send valuable information between numerous tools, but they can also integrate tools directly within the CRM, regardless of whether they are “officially” integrated with one another, or with Redtail.

“Those who know financial technology have known for some time that an advisory firm’s CRM is the foundation upon which their technology engine runs,” says Brian McLaughlin, CEO of Redtail. “Our integration with Zapier epitomizes this core truth. We are very pleased to offer our advisor partners cutting edge technological innovation on an ongoing basis and this partnership illustrates our commitment to that approach.”

The integration between Redtail and Zapier removes the necessity for Redtail to directly integrate with a wide variety of technology platforms requested by users. Traditionally, integration is achieved when the right technicians from each company forge a common language that enables them to build a bridge between the two platforms.

With Zapier, those bridges are already built, and users can now define those automated actions to take valuable information from Redtail and align it with a range of apps that cover categories ranging from Billing & Invoicing all the way to Social Networking and Electronic Signature tools. Many advisors will find these apps already familiar, including those from Google, Slack, MailChimp, Constant Contact, and more.

“At Redtail, we excel at customizing solutions and integrating our tools into our customers’ unique environments,” says Rick Williamson, Lead Subject Matter Expert, Redtail. “The Zapier and Redtail integration will allow advisors and financial advisory businesses to capture the scope of client activity and interactions more efficiently and easily.”

To speak with a Redtail technologist about this news and for all media inquiries, please contact

About Redtail Technology
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit