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29 Jan 2024
Redtail Blog Feature Graphic - CRM Updates
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
28 Nov 2023
Blog Feature Graphics Imaging Updates
Release Note Focus: Redtail Imaging’s New Folder Sharing Feature
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
25 Oct 2023
Blog Feature Graphics Speak Updates
Release Note Focus: AI chat assistant auto-complete in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
10 May 2023
Blog Feature Graphics Speak Updates
Release Note Focus: AI assistant now available in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
02 May 2023
Redtail Blog Feature Graphic - Best Practices
The benefits of bringing cash into your orbit
Category: FinTech Industry
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
04 Apr 2023
Redtail Blog Feature Graphic - Best Practices
Five Ways that Time Management Software Increases Advisor Revenue
Category: FinTech Industry
"Five Ways that Time Management Software Increases Advisor Revenue" - Guest blog post from Vito Grammatico, Founder and CEO of TimeLyft
23 Mar 2023
Manage Your CRM – General Options
Manage your CRM: Manage Database Account Lists
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
07 Feb 2023
Blog Feature Graphics Speak Updates
Release Note Focus: Two new Redtail Speak features now available
Category: Release Notes
Incoming text messages (pre-invites) and Call Forwarding (for Pro level accounts) are now available in Redtail Speak.
13 Jan 2023
Redtail Blog Feature Graphic - Best Practices
A guest blog post from Stephanie Dannebaum of Stephanie Dannebaum Consulting
Category: FinTech Industry
Guest blog post: Stephanie Dannebaum, Founder/Stephanie Dannebaum Consulting - "Taking your Technology from Major Barrier to Exponential Growth"
08 Dec 2022
Blog Feature Graphics Imaging Updates
Release Note Focus: Redtail has rolled out a completely new version of Imaging today!
Category: Release Notes
Redtail Imaging is all new, with a modern, overhauled user interface, new licensing structures with increased storage limits, and much more!