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Business Hours Sales:
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Support:
Mon-Fri 5am-5pm
Pacific Time
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
11
Jan
2022
Release Note Focus: Redtail Speak is all new in 2022!
Category: Release Notes
Redtail Speak is all new in 2022, with great new features such as Message Templates, Message Scheduling, Out of Office options, and much more!
17
Jun
2020
The case for texting your clients just got stronger
Category: Best Practices
Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to your mix of client communication ...
12
May
2020
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
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 clie...
28
Nov
2018
Redtail Technology Survey Reveals Financial Advisory Firms Are More Tech Empowered Than Industry Thinks
Category: Press Release
“Gen Tech” survey uncovers generational trends among wealth management firms regarding use of technology, client communication and succession planning.