March 2017
What's new in the CRM?

Since our February newsletter, we've released Tailwag 2.0, as well as making tons of smaller additions, changes and fixes after that initial release date, which you can stay informed about in our Release Notes here. If you missed that earlier announcement about Tailwag 2.0, you can scroll down in those Release Notes to "v2.00.000 - 2/8/2017" to get an overview of the major changes incorporated at that time. 

We'd also like to ask you to participate in  the Benzinga Global Fintech Awards voting , where Redtail is up for nomination as Best Proprietary Platform or API. The BZ Awards is a competition to showcase the companies with the most impressive technology, who are paving the future in financial services and capital markets! Recognition in competitions such as these benefits both our advisor community of users and Redtail, as it can spark further resources for us to devote to both support and development of our suite of core advisor solutions.  
What's new in Integration?

Subscribers of both the Asset-Map platform and Redtail CRM can now send information directly from Redtail to Asset-Map to quickly create Asset-Map reports for clients and prospects. Advisors can then use the reports, which display all the relevant facts that are part of a household's financial decisions, as a focus for the client profiling and engagement process. Learn more  here.

The integration between Mobile Assistant and Redtail has been updated so that Notes and Activities can now automatically be assigned to a contact record, removing the need for advisors to handle that last step as required previously. Details are available in the post  here.

In this new integration between Retirement Analyzer and Redtail, mutual subscribers will now be able to pull Redtail contacts and select data fields into their Retirement Analyzer platform. More information is available  here.

For smarshEncrypt users, the integration with Redtail Email has been updated so that secure responses to encrypted emails can also be archived in Redtail CRM. Details are available in the post  here.

Redtail's integration with TCA (Trust Company of America) has been updated to include the ability to initiate account openings and e-signature processing from Redtail CRM into TCA. Details are available in the post  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, March 9: Workflow Workshop: Whiteboarding - Part 1: Conceptualizing & Whiteboarding   Registration  
Thursday, March 16:  Workflow Workshop: Building - Part 2: Building Workflows in Redtail CRM  Registration
Thursday, March 23:  Workflow Workshop: Applying - Part 3: Live Application of Workflows  Registration
Thursday, March 30:  Workflow Workshop: Enhancing - Part 4: Using Automations & Workflows Together  Registration

Our webinars are free to users. You can see the full schedule for upcoming webinars here or use our Social links at the bottom of this newsletter to follow us for updates!
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!

Minneapolis, MN
Tuesday, May 16, 2017
8:30am - 5:00pm (Central Time)
Hilton Minneapolis / St. Paul / Mall of America
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:

LFN Spring Forum:  March 5-8, Houston, TX
LIFT Symposium:  March 24,  Dayton, OH
FOLLOW US WHERE YOU WANT:
Redtail Technology  800.206.5030  redtailtechnology.com