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WealthTech Marketers Share Names, Different Perspectives On A Changing Industry

Category: FinTech Industry
Kimberly Beck Redtail Technology
Kimberly Beck, Marketing Coordinator, Redtail Technology

Redtail’s Marketing Coordinator Kimberly Beck just happens to share that name with the Head of Wealth Marketing at Envestnet, Kimberly Beck.

Cindy Taylor at recently spoke with each of them to learn more about what they do for their respective organizations and to gather some of their insights about marketing in our industry.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.