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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.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #3
You want ongoing, easy-to-access software support from live human beings who understand your challenges. You don’t want to pay extra for that.
Replay of Panoramix Partner Spotlight featuring Redtail Technology 1/28/21
Category: FinTech Industry
On January 28, Tim Welsh, President of Nexus Strategy, hosted Panoramix CEO Chris Hastings and Redtail CEO Brian McLaughlin to see what they had to say about 2020 and where the...
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #2
You want a flexible solution that both grows with you and that you can grow into.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #1
CRM implementation can be time-consuming – you only want to spend the time and effort required to implement a CRM system on one with a proven track record of advisor success.
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
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.
Strengthening Client Relations & Increasing Engagement For A More Successful Practice
Category: FinTech Industry
Redtail CEO Brian McLaughlin recently joined a CEO panel webinar to discuss strengthening your client relationships during the transition to virtual offices.
The T3 (Technology Tools for Today) annual software survey is now open
Category: FinTech Industry, Survey
What do you think of the various components of your software suite? Take the T3 Software Survey today and let your voice be heard!
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