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support@redtailtechnology.com

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30 Jul 2021
Integrations webinar blog header
Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3
Category: Integrations
The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.
27 Jul 2021
integration updates
Updated integration with Zapier!
Category: Integrations
Updates include new Action and Trigger events available within Redtail CRM that you can use with Zapier to connect other web applications.
01 May 2020
Industry Updates header
Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they were joined by top advisors.
13 Apr 2020
Industry Updates header
CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs
Category: FinTech Industry
After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable 2.0!
09 Apr 2020
Industry Updates header
CEO Roundtable: Leading Through Change in The Age of COVID-19
Category: FinTech Industry
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, l...