Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all these things while simultaneously improving operational efficiency. For more information, visit www.redtailtechnology.com.
Note taking during a client interaction is one thing but getting notes into the system is another thing. Connecting the Copytalk service to CRM is an instant gain in efficiency and allows advisors and staff to focus on better servicing clients while maintaining higher levels of compliance! Copytalk is one of those tools every practice should look into!