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Want to win some great Redtail swag? How about free admission to a Redtail U of your choice? Or, maybe you'd be interested in the grand prize of
Tacos with the CEO, meaning Brian McLaughlin, Redtail's CEO, will bring delicious tacos for you and your office!
We've just launched our
#WhereDoYouRedtail website in order to be able to, from one centralized place, keep you informed about the contest as well as to display winners. So, head on over now to:
- Learn more about #WhereDoYouRedtail
- See the Rules for entry.
- See a Gallery of where other folks have been Redtailing!
- Read and/or subscribe to updates about the contest itself, upcoming themes and/or contest winners. Heads up: the current theme is Summer.
We can't wait to see where all of you are working smarter where you want. So come on - show us #WhereDoYouRedtail today!
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What's new in the CRM?
Thank you
WealthManagement.com and the
Benzinga Awards for recognizing us as finalists for best Technology Providers / CRM and Best Proprietary Technology or APIs, respectively. We are grateful for your acknowledgements as they inspire us to do great work every day!
You can check out some of our latest work and updates to the CRM via the Release Note Bulletins below:
And remember, you can always keep track of updates via our Release Notes,
available here
.
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What's new in Integration?
With
Appointment Reminder, you can schedule reminder messages in your favorite calendar application and automatically remind your customers about their upcoming appointments. You can learn more about the integration's setup and functionality
here.
Multiple updates to our integration with
Everplans have been made, including Single Sign-On and Send-to functionality from Redtail as well as the ability to see recent Everplans activity for a contact from within their record in Redtail. Details of our integration are available
here.
Scout Finance gives you the ability to take professional-grade financial information with you anywhere. Details of their offer for Redtail subscribers are available
here.
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Upcoming Webinars
Redtail Overview Demos:
every Tuesday at 11:00am Pacific
30 Minute Quick Starts:
every Wednesday at 11:00am Pacific
Topical Webinars:
Thursday, June 8: Automate Away - Part 1
Registration
Thursday, June 8: Redtail + MoneyGuidePro:
Create Better Plans in Less Time
Registration
Thursday, June 15: Automate Away - Part 2
Registration
Thursday, June 22: Automate Away - Part 3
Registration
Thursday, June 29:
Virtual To-Do List - Calendar, Activities and
Syncing to Outlook
Registration
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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!
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Dallas, TX
Tues-Wed, July 11-12, 2017
The Westin Dallas Fort Worth Airport
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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:
Concorde Spring Conference:
June 4-6, Detroit, MI
Investcorp PlanForward National Conference:
June 11-14, Broomfield, CO
ESI Symposium:
June 11-15, Santa Fe, NM
AICPA ENGAGE:
June 11-15, Las Vegas, NV
Hilltop Securities Education Conference:
June 12-14,
Dallas, TX
Pershing INSITE:
June 13-16, San Diego, CA
Cetera CFI Connect:
June 20-22, National Harbor, MD
Fidelity Inside Track:
June 21-22, Half Moon Bay, CA
Securities America National Conference:
June 25-28, San Diego, CA
TD Tech Summit:
June 28-29, San Diego, CA
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