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Redtail Technology > News >
25 Mar 2021
Reason 10 Don't break the bank
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
Category: Resources
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).
11 Mar 2021
Reason 8 - Disconnected
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #8
Category: Resources
Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.
15 Oct 2020
Industry Updates header
Redtail CEO Brian McLaughlin interviewed at Orion’s The Fuse Show Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Orion Advisor Technology's The Fuse Show to talk about building a successful fintech partnership.
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 management response.
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, etiquette, and simplicity for your c...