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Redtail again tops RIA in a Box’s CRM Category in their annual survey
RIA in a Box's 2021 technology survey results were posted yesterday, and Redtail CRM again had a very strong showing.
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.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
The 2021 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32021 Advisor Software Survey. We are honored by the results: nearly 62% of the market chooses Redtail and gives us an 8.06 average satisfaction ra...
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9
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...
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #8
Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client exper...
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #6
Your office hasn't documented client data/interactions consistently or sufficiently, leading to difficult information retrieval and knowledge gaps.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #5
Your client base has grown to the point where it’s impossible to maintain a cohesive and holistic view of each client using your current methods. In turn, this poses challenges...
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4
Your current tools aren’t cutting it. Tasks, processes, or appointments are falling through the cracks, and potentially damaging client relationships.
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