Watch this recorded session where we cover the best new features and why it’s time for YOU to finally switch over to the latest version of the CRM. We hope you are as excited as we are about these updates and we look forward to rolling out more enhancements in the near future. If any questions arise, please do not hesitate to contact our support team to assist you.
About Redtail Technology
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit redtailtechnology.com.