Interested in joining our mailing list(s)?
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 7am-4pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
03
Nov
2022
What’s most important to your tech stack? Build around that hub!
Category: FinTech Industry
Redtail co-founder Brian McLaughlin discusses things for advisors to consider when building their tech stacks with Advisorpedia at FIS in October.
01
Nov
2022
Read Redtail’s November 2022 newsletter
Category: Monthly Newsletter
Read our November newsletter for more information on our new Redtail Campaigns solution, new functionality within Speak, a new Manage Your CRM series blog post, and more.
26
Oct
2022
Manage your CRM: Manage Workflow Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
05
Oct
2022
Read Redtail’s October 2022 newsletter
Category: Monthly Newsletter
Read our October newsletter for information on a new upcoming solution from Redtail, new functionality within Speak, a link to our annual survey, and more.
06
Sep
2022
Read Redtail’s September 2022 newsletter
Category: Monthly Newsletter
Read our September newsletter for information on our enhanced Redtail-Orion integration, a new Managing Your CRM series post, and more.
16
Aug
2022
Manage your CRM: Manage Note Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
02
Aug
2022
Read Redtail’s August 2022 newsletter
Category: Monthly Newsletter
Read our August newsletter for information on a new Speak feature, a new Managing Your CRM series post, Quik! integration updates, and more.
22
Jul
2022
Manage your CRM: Manage Mail Merge Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
05
Jul
2022
Read Redtail’s July 2022 newsletter
Category: Monthly Newsletter
Read our July newsletter for new articles by both our Director of Training and our Co-Founder, a new Managing Your CRM series post, and more.
23
Jun
2022
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.