AI Archives - Redtail Technology

<img src="https://corporate.redtailtechnology.com/wp-content/uploads/2019/12/Redtail-logo.svg" class="attachment-full size-full" alt="Redtail Technology logo" style="width:224px" />

Contact: 800-206-5030

support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4

Redtail Technology > News > AI

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2019/12/Redtail_survey-infographic-700x440.png 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2019/12/Redtail_survey-infographic-350x220.png" width="350" height="220" alt="Redtail Technology’s AdvisorComms 2019 Survey infographic" title="Redtail Technology’s AdvisorComms 2019 Survey infographic" />

Redtail Technology’s AdvisorComms 2019 Survey infographic

Redtail Technology’s AdvisorComms 2019 Survey

Category: Survey

A Survey to better understand how financial advisors and their staff are communicating with clients and prospects.

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2019/10/redtail-AI-post-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2019/10/redtail-AI-post-350x220.jpg" width="350" height="220" alt="Redtail AI post" title="Redtail AI post" />

Redtail AI post

Redtail Engages AI to Boost Advisory Community

Category: Best Practices, New Features

Company CEO Brian McLaughlin, highlights Redtail's A.I. offering and how it will impact advisors and help them improve their businesses.

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2019/10/rick-crm-post-700x440.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2019/10/rick-crm-post-350x220.jpg" width="350" height="220" alt="Rick Williamson talks on CRM" title="Rick Williamson talks on CRM" />

Rick Williamson talks on CRM

Why CRM is the core of your business

Category: Best Practices, New Features

Redtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?