We are thrilled and honored to be named the Winner in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new mobile app. With the completely new version of the Redtail CRM app that we released back in February of this year, our aim was to provide Redtail users with an improved mobile experience that perfectly complements what they can accomplish on the desktop; our great mobile feedback this year, along with recognition such as this Wealthies win, fuels us onward to further development in support of the advisory community.

You can see the full list of 2020 Industry Awards finalists and winners here. A big congrats to everyone else on this list as well!

Also, below you can watch a quick clip of Redtail’s Director of Sales, David Mehlhorn, speaking with FiComm’s Megan Carpenter about Redtail’s mobile app for Ficomm’s #WealthiesFireside series:

Redtail CEO Brian McLaughlin joined Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, to talk about Redtail Speak, using Redtail CRM to improve client experience, and a whole lot more! That episode is available at WealthManagement.com here.

We were excited to find out we have been named as a finalist in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM category, specifically for our new mobile app. We completely overhauled the Redtail CRM app back in February of this year, so that makes this recognition all the more exciting!

You can see the full list of 2020 Industry Awards finalists here. It’s wonderful to see so many of our partners and friends on this list as well!

Winners will be announced on September 10, 2020 at the Wealthies Live Virtual Awards Event.