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Redtail Technology > News >
06 Jan 2021
integration updates
New integration with Life Stage Insights!
Category: Integrations
Sync your Redtail contacts to Life Stage Insights and use their discovery tools and marketing campaigns to reach those contacts.
17 Nov 2020
Feature Image - Christmas Theme
Redtail CRM Holiday Resources
Category: Resources
If you have any questions about Redtail tools you can use to assist with holiday outreach, check out this resource designed to assist you.
23 Oct 2020
integration updates
New integration with Clout!
Category: Integrations
Clout users can now import their Redtail contacts into their Clout accounts to create email lists. From there, they can share content with that email list.
20 Oct 2020
Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry
Category: Press Release
Users of Redtail CRM can now seamlessly integrate with Levitate's personalized marketing tools.
19 Oct 2020
integration updates
New integration with Levitate!
Category: Integrations
This new integration allows you to sync contacts to Levitate from Redtail and sync notes from Levitate back to Redtail.
05 Oct 2020
Integrations webinar blog header
Best Practice Partner Webinar with AdvisorStream October 7!
Category: Integrations
How to supercharge your marketing with AdvisorStream & Redtail. Register now for this Best Practice Partner Webinar on October 7 at 10 am Pacific.
16 Mar 2020
integration updates
New Integration with Lead Pilot!
Category: Integrations
We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.
15 Jan 2020
Kimberly Beck Redtail Technology
WealthTech Marketers Share Names, Different Perspectives On A Changing Industry
Category: FinTech Industry
Redtail's Marketing Coordinator Kimberly Beck just happens to share that name with the Head of Wealth Marketing at Envestnet, Kimberly Beck.