Nicole Casperson Archives - Redtail Technology Mon, 25 Oct 2021 17:14:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.3.1 https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/cropped-favicon-32x32.png Nicole Casperson Archives - Redtail Technology 32 32 Pandemic underscores value of CRM https://corporate.redtailtechnology.com/pandemic-underscores-value-of-crm/ Tue, 19 Oct 2021 14:07:52 +0000 https://redtail.flywheelsites.com/?p=49944 Redtail CEO Brian McLaughlin joined InvestmentNews' 3Questions to discuss CRM's value during the pandemic and why software education is so vital.

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Redtail CEO Brian McLaughlin recently joined Nicole Casperson at InvestmentNews for a 3Questions segment. In their short conversation Brian discusses how the pandemic has further underlined the value of CRM’s importance in financial services as well as discussing why Redtail so highly values education as a fintech provider. That episode is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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