 |
Come join us at the Fearless Investing Summit on the shores of beautiful Lake Tahoe October 4-6, where Redtail will be presenting one of the keynotes at the conference!
Use the code "Redtail" at www.FI2017.com before August 31 to take $600 off your ticket price. Head there now - we want to get our Redtail users registered for the Fearless Investing Summit before
it's full!
|
|
What's new in the CRM?
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
.
|
|
What's new in Integration?
This month saw significant updates to our integration with
AdvisoryWorld, with integration between Redtail and their Acquire and Advisor Proposal Generator components now available. You can learn more about the integration's setup and functionality
here.
FireLight from Insurance Technologies is an e-application order entry solution designed to help you accelerate sales with advanced electronic business processing. You can learn more about the integration's setup and functionality
here.
LifeSite Vault is a comprehensive life and family management platform, providing a single secure place for critical personal information related to all family records and documents. Details on their new integration with Redtail are
here.
Twenty over Ten is an intuitive platform that allows financial advisors to create, manage and archive their websites with ease. Their integration with Redtail CRM creates contacts in Redtail when contacts submit forms on your Twenty Over Ten website. Learn more
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, August 10: Client Review, Post-Review (Part 2
of a 2-part series)
Registration
Thursday, August 17: Tour of the Contact Record
Registration
Thursday, August 24: If it's Not in Redtail, it Never Happened!
Registration
Thursday, August 31: My CRM can be different than your CRM - Preferences!
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!
|
|
|
Salt Lake City, UT
Tuesday, August 29, 2017
8:30am - 5:00pm Mountain
Marriott Salt Lake City Downtown City Creek
|
|
|
|
Chicago, IL
Tuesday, September 19, 2017
8:30am - 5:00pm Central
Chicago Marriott Midway
|
|
|
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:
Cantella National Conference:
August 9-10, Boston, MA
IFG National Conference:
August 13-17, San Diego, CA
LaserApp Conference: August 14-16, San Francisco, CA
NPH National Conference:
August 20-23, Nashville, TN
LFN Staff Forum:
August 22-24, Dallas, TX
XYPN Conference:
August 29-31, Dallas, TX
|
|
|
|
|
|
