COVID-19 Archives - Redtail Technology

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Redtail Technology > News > COVID-19

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Community Support in the Time of COVID-19

Category: Culture

Redtail CEO Brian McLaughlin breaks down some of the ways we've gone about supporting our communities during COVID-19 in a new piece at ThinkAd...

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Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance

Category: Best Practices

If we can help you bolster any area of your business through any of these suggestions, that will be pandemic downtime well spent.

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CRM as a Component of Crisis Management

Your CRM as a Component of Crisis Management

Category: Best Practices

Crises present an opportunity for you to reveal your character through how you respond. Redtail CRM can be a valuable component of your crisis ...

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Ready to Adopt Texting? Keep These Dos and Don’ts In Mind

Category: Best Practices

With advisors beginning to text their clients more, it's a good idea to brush up on some texting dos and don'ts in regard to compliance, etique...

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Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations

Category: FinTech Industry

The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they wer...

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Redtail Q&A with U.S. News & World Report

Category: FinTech Industry

Redtail CEO Brian McLaughlin recently had a Q&A session with Coryanne Hicks over at U.S. News & World Report.

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CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs

Category: FinTech Industry

After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable...

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CEO Roundtable: Leading Through Change in The Age of COVID-19

Category: FinTech Industry

Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change manage...

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Steadiness stands out in times of disruption

Category: Best Practices

Redtail's Director of Sales David Mehlhorn shares his thoughts on how advisors might approach dealing with disruptions such as COVID-19.

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Thank you Heroes

This April Fools’ Day, We’re Offering Thanks Rather Than Pranks

Category: Charity

We've always enjoyed our tradition of playing an April Fools’ Day joke on those in our community; we're forgoing that this year to offer thanks...