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Why CRM is the core of your business

Posted by: rt2019
Category: Best Practices, New Features
Rick Williamson talks on CRM

Redtail’s Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?

View full video on investmentnews.com website.

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.