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Redtail in the News
Redtail's Director of Sales, David Mehlhorn, discusses how FinTech firms strategize whether or not to compete with a fellow firm, or form an integration, in a short video available at InvestmentNews' FinTech Think Tank.
You can view that video
here
.
Making a habit out of CRM best practices will help your business.
Redtail's Rick Williamson, Managing Team Lead for Training, discusses how you can use your customer relationship management software to both segment and document clients more efficiently
over at the InvestmentNews Outside-IN blog.
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Saddle up - the
Fearless Investing Summit 2018 will be in beautiful San Antonio, Texas on October 17-19, 2018. Redtail CEO Brian McLaughlin will be speaking again at this year's event, along with many other
speakers you won't want to miss! Additionally, we'll be co-sponsoring the
Redtail & Riskalyze Rodeo opening night event, which should be a ton of fun for everyone who can make it!
Use the code "Redtail" when registering to take $500 off your ticket price. Head there now - we want to get our Redtail users registered for the Fearless Investing Summit before the event has sold out!
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What's new in the CRM?
You can check out some of our latest work and updates to the CRM via the Release Note Bulletin links below, or see all of our Release Notes
here:
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W
hat's new in Integration?
United Capital's new integration with Redtail includes Single Sign-On, Send to functionality (from Redtail to United Capital) and the ability to check a client's progress with several of United Capital's FINLIFE solutions. Learn more about the setup and functionality of their integration with Redtail
here
.
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Redtail Universities
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Denver, CO
Tuesday, August 21, 2018
8:30am - 5:00pm Mountain
Doubletree by Hilton Denver
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Chicago, IL
September 25-26, 2018
Embassy Suites Schaumburg/Woodfield
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RTU Masters is on the Horizon!
Redtail Technology is excited to announce a new, unique experience for a small group of users to join our Redtail family and participate in a power user-focused training and VIP experience at our home office in Gold River, California! Look for information on this two-day event in the coming weeks.
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Upcoming Webinars
Topical Webinars:
Thursday, July 5: Redtail Essentials: Mail Merge
Registration
Thursday, July 26:
Building Your Foundation in Redtail CRM
Registration
Best Practice Partner Spotlights:
Tuesday, July 10: Best Practice Partner Webinar with Everplans
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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 months:
1st Global Communities:
July 8-10, Frisco, TX
Investacorp National Conference:
July 22-25, Boca Raton, FL
Hilltop Securities Education Conference:
July 23-25, Dallas, TX
T3 Tech Summit:
July 23-24, Dallas, TX
TD Tech Summit:
July 24-25, Dallas, TX
Brookstone Inspire Annual Conference:
July 25-27, Chicago, IL
SSN National Conference:
July 25-29, Boca Raton, FL
LPL Focus:
July 29-August 1, Boston, MA
DFPG Investments Conference:
August 6-9, Deer Valley, UT
Fidelity Inside Track:
August 14-15, Dana Point, CA
Western International Securities National:
August 15-18, Rancho Palos Verde, CA
IFG National Conference:
August 20-24, San Diego, CA
Combined Cetera Conference:
August 22-25, San Antonio, TX
Triad National Conference:
August 27-30, Boca Raton, FL
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