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Redtail Technology > News >
21 Aug 2020
Industry Updates header
Redtail CEO Brian McLaughlin interviewed at the WealthTech Winners Circle Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Tim Welsh, president of Nexus Strategy, to talk about Redtail Speak and more.
12 May 2020
CRM as a Component of Crisis Management
Your CRM as a Component of Crisis Management
Category: Best Practices
Crises present an opportunity for you to reveal your character through how you respond. Redtail CRM can be a valuable component of your crisis ...
05 May 2020
Best Practices header
Ready to Adopt Texting? Keep These Dos and Don’ts In Mind
Category: Best Practices
With advisors beginning to text their clients more, it's a good idea to brush up on some texting dos and don'ts in regard to compliance, etique...