 |
|
What's new in the CRM?
Multiple Updates to Advanced Search. Updates include ability to search Cash Value, Surrender Value, Face Value and all Account date fields, as well as UI improvements for searching fields such as Citizenship, Tax Return Info and Referred By. Learn more about Advanced Search
here or watch a recorded webinar on Advanced Search
here.
And remember, you can always keep track of updates via our Release Notes,
available here
.
|
|
What's new in Integration?
Marketing OnDemand (Range) integrates your email, social media, print, direct mail, apparel and promotional products into one easy-to-use website. The new integration with Tailwag allows you to import Tag Groups of contacts from Redtail into Marketing OnDemand.
Click here for more information.
Updates to the integration with
Morningstar Office include: Redtail subscribers who license Morningstar Office now have the ability to push Morningstar Office data into Redtail and to pull contact data from Redtail into Morningstar Office. Learn more
here.
|
|
Panoramix provides integrated portfolio management for independent financial advisors. The new integration allows you to link Redtail contacts to existing contacts within Panoramix to quickly access a large number of available Panoramix reports. Learn how to get started with the
integration
here.
PreciseFP: Integrated with Redtail, clients and prospects become engaged through customized and personalized online forms that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with forms that focus on their unique needs. Data from Redtail pre-fills the forms, so clients have less work. Also, data flows to Redtail, eliminating the need for data entry by staff. A complete list of features can be found
here and a short vid is available
here.
|
|
Upcoming Webinars
Redtail Overview Demos:
every Tuesday at 11:00am Pacific
30 Minute Quick Starts:
every Wednesday at 11:00am Pacific
Topical Webinars:
Thursday, October 6: Happy Birthday! Best Practices for Recognizing that Special Day!
Registration
Wednesday, October 12:
Best Practice Spotlight: Navigating the Choppy Waters of DOL with Hidden Levers & Redtail
Registration
Thursday, October 13:
"Dear Valued Customer" - Personalize Your Mailings with Redtail Data
Registration
Thursday, October 13:
The New PreciseFP 4.0: Redtail Automation Just Got Better
Registration
Wednesday, October 19: Partner Spotlight: FMG Suite - An All-In-One Marketing System Overview Demo
Registration
Thursday, October 20:
Right Your Ship: Diving Into Notes and their Categories
Registration
Thursday, October 20: Partner Spotlight: Get a Clear Snap of Your Clients with Panoramix
Registration
Thursday, October 27: Did I Do That? Productivity in Your CRM
Registration
|
|
Redtail Universities
Join our Redtail experts to learn how Redtail CRM can help your office manage your time more effectively and grow your client base!
|
|
|
Austin, TX
Tuesday, October 18, 2016
8:30am - 5:00pm (Central Time)
Hilton Austin
|
|
|
|
Sacramento, CA
Tuesday, November 15, 2016
8:30am - 5:00pm (Pacific Time)
Holiday Inn-Capitol Plaza
|
|
|
Conferences
Representatives from Redtail Technology spend a lot of time on the road at both Broker Dealer Conferences and other industry events. Below is a list of those at which Redtail will be in attendance in the coming month:
Financial Services Network:
October 5, San Ramon, CA
Peak Excell Fall Conference:
October 5-7, Omaha, NE
G.A. Repple Annual Conference:
October 5-7, Winter Park, FL
SAI Assistant University:
October 6-7, Omaha, NE
IPI Ignite Conference:
October 9-12, San Antonio, TX
NPH Admin Conference:
October 11-13, Milwaukee, WI
FIM Advisors Regional Meeting:
October 17-18, New Orleans, LA
LFA Premier Partners Staff Symposium:
October 18-21, Oklahoma City, OK
FPA Austin:
October 19, Austin, TX
Lincoln Investment Planning:
October 19-21, Philadelphia, PA
Questar National Sales Conference:
October 19-21, Minneapolis, MN
Cetera PCD Meeting:
October 19-21, Dallas, TX
Cadaret Grant Advisor Forum:
October 20-21, Mount Pocono, PA
Girard National Education Conference:
October 22-25, Carlsbad, CA
BAM Alliance National Conference:
October 23-26, St. Louis, MO
Schwab IMPACT:
October 24-27, San Diego, CA
GWN Securities Conference:
October 27-29, Clearwater Beach, FL
|
|
|
|
|
|
