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Redtail Technology > News >
25 Oct 2022
Redtail Campaigns_Blog Feature Image
Introducing Redtail Campaigns!
Category: Marketing
Redtail Campaigns, a new marketing platform powered by Snappy Kraken, is now available during an Early Access period for advisors looking to ramp up their prospect and client e...
05 Oct 2022
Blog Feature Graphics Speak Updates
Release Note Focus: Reporting now available in Redtail Speak
Category: Release Notes
We continue to add new features to Redtail Speak, with the latest being reporting capabilities for Speak database owners.
09 Sep 2022
Blog Feature Graphics Speak Updates
Release Note Focus: Merge fields now available for Broadcast Messaging in Redtail Speak
Category: Release Notes
We continue to add new features to Redtail Speak, with the latest being the addition of merge fields for broadcast messaging!
02 Aug 2022
Blog Feature Graphics Speak Updates
Release Note Focus: Redtail Speak now offers Broadcast Messaging
Category: Release Notes
We continue to add new features to Redtail Speak and the latest addition is one of the most highly requested by users: broadcast messaging!
05 Jul 2022
Executive Summary Blog Feature
Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals
Category: Survey
Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.
29 Mar 2022
Executive Summary Blog Feature
Redtail Technology’s Financial Planning Career Perceptions 2021 Survey – In Conjunction with Brigham Young University-Idaho
Category: Survey
In October of 2021, Redtail conducted its Financial Planning Career Perceptions survey of financial professionals and students.
11 Jan 2022
Blog Feature Graphics Speak Updates
Release Note Focus: Redtail Speak is all new in 2022!
Category: Release Notes
Redtail Speak is all new in 2022, with great new features such as Message Templates, Message Scheduling, Out of Office options, and much more!
19 Feb 2021
Best Practices header
4 Ways to Build Company Culture While Working Remotely
Category: Best Practices
"Will remote work, in some form, be the “new normal?" Redtail CEO Brian McLaughlin discusses company culture maintenance while working from home at ThinkAdvisor.
30 Nov 2020
Best Practices header
3 tips for customizing client communication
Category: Best Practices
David Mehlhorn, Director of Sales at Redtail, shares his thoughts on how advisors might best meet the challenge of customizing communications for clients.
16 Jun 2020
Best Practices header
Practical projects for pandemic downtime: develop a communications plan
Category: Best Practices
When it comes to communicating with clients, finding a strategy that is both practical for your office and in line with your clients’ individual expectations can be a challenge...