culture Archives - Redtail Technology

01 Apr 2021

Redtail #12 on Financial Planning’s list of Best Fintechs to Work For

Category: Awards/Recognition, Culture

We're extremely proud to turn up on Financial Planning's Best Fintechs to Work For list after a year of working from home.

18 Mar 2021

10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9

Category: Resources

You believe it’s important to use tech vendors who understand your challenges and opportunities and are staffed with employees equipped to help you meet those challenges and ta...

14 Jan 2021

10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction

Category: Resources

If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.

22 Dec 2020

“It’ll bake off!”: looking back with gratitude and forward with hope

Category: Culture

From each of us here at Redtail, Happy Holidays and Happy New Year to you all! We are so grateful for all the relationships that sustain us!

12 May 2020

InvestmentNews and Redtail are teaming up to share Good News from the advisor community

Category: Culture

Redtail's Director of Sales David Mehlhorn talks about the importance of sharing good advisor news in a new campaign with InvestmentNews.

06 May 2020

Our CEO joined the TacoTech podcast for Cinco de Mayo

Category: Culture

Redtail CEO Brian McLaughlin joined Torie Happe and Johnny Sandquist on their TacoTech podcast yesterday to talk about how Redtail is maintaining a strong workplace culture dur...

01 May 2020

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 were joined by top advisors.

17 Apr 2020