2022 was perhaps the most eventful year in Redtail’s nearly 20 years of operations. In looking back on a year that has certainly inspired reflection on the part of everyone here at Redtail, we have put together a list of 12 highlights from a year that has been full of surprises and successes. We hope you’ll enjoy this look back and perhaps find a bit of Redtail news you may have missed that’s relevant to the ongoing success of your practice. Happy holidays to each of you!

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1. A brand new version of Redtail Speak was released on January 11th. Bulk texting was added to Speak’s capabilities later in the year, as were merge fields for text personalization and reporting. Additionally, Redtail founder Brian McLaughlin penned a piece for ThinkAdvisor offering some tips for advisors on how to incorporate texting into their practices while adhering to all applicable regulations regarding client communication.
   

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2. After a much abbreviated 2020 season and a 2021 season hosted entirely online, Redtail University returned for live sessions around the country throughout 2022, offering up fun, informative events for advisors and their staffs to really dive deep into all the tools Redtail CRM puts at their disposal. And, we couldn’t be more excited about our upcoming 2023 season of Redtail University Live, kicking off in Orlando, FL on February 27th.
   

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3. Redtail Technology was honored by American Banker as one of their Best Places to Work in Fintech 2022, named winner of the CRM Solution Provider award in the US categories at the WealthTech Americas Awards 2022, and achieved the #1 market share in the CRM Tools Category and the #3 market share in the Document Management Category in the 2022 T3/Inside Information Advisor Software Survey.
   

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4. Redtail Imaging was completely overhauled in 2022, with the new version of our electronic document management solution announced in December of 2022.
   

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5. Saved Report Filter functionality was rolled out for Redtail CRM, providing users with much quicker access to the report data they seek out on an ongoing basis.
   

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6. Redtail Mobile saw the addition of Note Templates and Follow-up Activities as part of its feature set.
   

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7. Plenty of new and/or updated Redtail CRM integrations were announced in 2022, including those with Healthpilot, MyNameFlow, Income Lab, Pulse360, Capitect, Ndex, Quik!, The Perfect RIA (Invictus), TimeLyft, CurrentClient, GReminders, TIFIN Wealth, Atlas Point, Econiq, and Moxo.
   

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8. Redtail conducted its annual survey, again in conjunction with students and professors from the Finance program at BYU-Idaho. The survey uncovered some potentially useful results, both for students and financial professionals, and results will be published in the new year. You can see our 2021 survey results here.
   

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9. Orion Advisor Solutions acquired Redtail Technology. Of course this was the biggest news of the year for ‘Tailers, and we have embraced our colleagues at Orion as we work together to create raving fans, innovate our platform, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.
   

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10. In what we believe was a big win for those subscribing to both Orion Advisor Technology services and to Redtail CRM, we announced the first updates to our integration after the acquisition, bringing Orion Portfolio View accessibility within Redtail CRM. There was more to come in 2022, however, for Orion Portfolio Solutions users, who gained the ability to create a new proposal or open a new account in Orion Portfolio Solutions from within Redtail CRM.
    

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11. Redtail announced our new marketing solution for advisors, Redtail Campaigns, a tool geared to help you improve your overall prospect and client experience by allowing you to individually engage with them on the topics most relevant to their current needs.
    

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12. In September of 2022, Brian McLaughlin, founder and previously CEO of Redtail Technology, was named President, Orion Advisor Tech. We’re thrilled for Brian and excited about what he’ll do in this new position moving forward. We were also excited in December to see that Financial Planning named Brian to their list of “23 people who will leave a mark on wealth management in 2023“. We are here FOR THAT!
    

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And, here’s to a wonderful 2023 to each of you!

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Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. Our November 2022 newsletter, delivered today to subscribers, includes information on an upcoming webinar detailing our latest solution (Redtail Campaigns), new functionality in Redtail Speak, a new post in the Manage Your CRM series, and more! Even if you aren’t a subscriber though, you can still check out the November issue here.

To become a subscriber and make sure you never miss an issue, sign up here.

 

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In November of 2022, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Marketing categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Advisor Tools

Not all software fits neatly into a traditional fintech category such as financial planning, CRM, investment research, etc. Partners included in the Advisor Tools category may offer advisors anything from AI-based relationship mapping to streamlined meeting prep to student loan analysis to automated scheduling reminders to a host of other functions. Regardless of the function of an advisor tool, integration with your CRM means you are boosting the efficiencies, accuracy, and/or effectiveness of your day-to-day operations.

In a November 15th Building Your Tech Stack webinar with TimeLyft, we’ll be considering the below:

Tracking Time Spent on Clients with TimeLyft and Redtail CRM

As an advisor, it is important to know how much time is being allocated to your clients. Come learn how to track your time using TimeLyft. We will share best practices on how to track time spent on contacts as well as on retrieving that data from Redtail CRM using our shared integration.

TimeLyft offers Time & Productivity Management Software For Advisors and Firms.

Register now for this webinar on November 15th at 10:00 am Pacific.

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Marketing software

Marketing software is available to assist you with getting your marketing messaging out, regardless of the channel you are hoping to share your message in. There are website-building platforms; email marketing solutions; digital marketing platforms; social media monitoring, scheduling, and engagement software; lead capture software; tools for producing podcasts; and the list could go on and on and on. The bottom line is you have a message to share, and there are solutions available to assist you with sharing it in the right time at the right place.

Integrating each of your marketing tools with Redtail CRM means you will likely be able to streamline many of the steps commonly associated with getting your marketing message out to your clients and prospects.

In a November 9th webinar with Orion, our topic is:

Introducing Redtail Campaigns: Your Virtual Marketer Backed by the Industry’s Best CRM

Introducing Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite.

Join Jake Leise, Director, OrionProspect, and Ricky Williamson, Director of Training at Redtail, for the first look at this industry-leading marketing platform tool made for financial advisors. Redtail Campaigns builds upon Orion’s legacy Market*r tool, empowering advisors and firms to drive new business and deepen client relationships through hyper-personalized marketing campaigns launched right from their CRM dashboard.

Together, Orion and Redtail are transforming the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey.

Register now for this webinar on November 9 at 11:00 am Pacific.

 

In a November 22nd Building Your Tech Stack webinar with AdvisorStream, our topic is:

How to Drive Growth with AdvisorStream’s Scroll-Stopping Marketing

Join Redtail & AdvisorStream to learn how to drive clicks into clients with world-class content marketing.

In this session you will learn how to:
• Stand out with timely investor-focused communications
• Spark conversations with highly engaging and personalized content
• Save time with powerful automations and integrations with Redtail
• Uncover AUM with AI-powered insights about clients and prospects

Register now for this webinar on November 22 at 10:00 am Pacific.

 

 

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Smarter Marketing Made Easy with Redtail Campaigns

We’re so excited to announce Redtail Campaigns, our new marketing solution for advisors, now available during an Early Access period.

As an advisor we know it can be a huge challenge for you to find the time to consistently engage with your prospects and clients in meaningful ways. Our new solution, Redtail Campaigns, offers a compliant way for you to market to your prospects and clients on an ongoing basis with pre-built marketing campaigns targeting specific stages of the client lifecycle.

Coupling the amount of contact data that Redtail CRM allows you to track with the opportunities available to segment your contacts in meaningful ways based upon that data, Redtail CRM is a natural springboard from which to initiate targeted, well-timed marketing campaigns. And now, Redtail Campaigns allows you to run those campaigns in a fraction of the time it might take you otherwise.

A little background

We’ve been thinking about the huge hurdles advisors must overcome to create and manage effective marketing campaigns for many years, as the marketing process is frequently mentioned as a pain point for many advisors. As we found in our own 2019 AdvisorComms Survey of more than 3,200 wealth management professionals across the United States, 22% of respondents indicated their offices do not tailor marketing content to their clients at all. More telling, of the respondents who do, less than 6% consider any client characteristics outside of age, income, gender or education for the purpose of crafting tailored client content. Putting it bluntly, generic content that doesn’t take anything into account other than basic demographic info is unlikely to move the needle much in terms of an advisor’s prospecting or client engagement efforts.

Still, with limited resources or time to craft compelling content tailored specifically for smaller segments of their client and prospect base, many advisors have yet to land on a solution to address these challenges. We believe Redtail Campaigns is the answer you’ve been looking for.

What is included in Redtail Campaigns?

Redtail Campaigns puts a huge library of compliant, FINRA reviewed marketing content at your fingertips:

• Professionally written, expertly designed content assets from these campaigns is geared to be arresting and to “stop the scroll”.
• Full access to Snappy Kraken’s existing library of campaign content, with more coming online all the time. You’ll also benefit from Snappy Kraken’s built-in compliance workflows.
• Redtail Campaigns will continue to add new content and campaigns to the platform to ensure you’re never at a loss for materials to help you nurture your client and prospect relationships.
• Having FINRA-reviewed materials available for your campaigns tends to dramatically decrease the time you’ll need to get things approved by your compliance department.

 

Redtail Campaigns’s easy-to-use campaign builder, powered by Snappy Kraken (the leader in financial advisor marketing automation software), allows you to minimize the time required to manage your marketing efforts:

• Campaigns run at different cadences and include different elements and varying runtimes.
• Campaign elements include but are not limited to: emails, social posts (LinkedIn, Facebook, Twitter), newsletters, landing pages with calls-to-action, forms, etc. You exercise control over which elements, if any, you’d like to disable for a given campaign.
• While our campaigns are designed to be effective and produce results, most campaigns offer some level of customization on copy.
• That said, after your account setup, you can choose to use these campaigns as-is, running multiple campaigns per month aimed at clients in different lifecycle stages, all with a minimal investment of time on your part.

 

Redtail Campaigns allows you to bring consistency as well as an organic feel to your marketing efforts while at the same time helping you to tailor your content based upon client and prospect characteristics beyond basic demographic information:

• Because it’s so easy to administer your marketing efforts in Redtail Campaigns, running new campaigns on a consistent basis won’t feel like a chore.
• Because the elements and cadence for each campaign you can run through Redtail Campaigns vary, none of your campaigns will feel automated or paint-by-numbers. Instead, each campaign incorporates the elements we’ve developed to be most effective for the campaign at hand to drive clients and prospects toward your call-to-action.
• Launching your campaigns from Redtail CRM, where you can segment your clients and prospects by any data point(s) you choose, allows you to be very deliberate about delivering specific messages to a desired audience.

 

We’re confident Redtail Campaigns will help you improve your overall prospect and client experience by allowing you to individually engage with them on the topics most relevant to their current needs.

If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. 2 or at sales@redtailtechnology.com. You can also request more information here.

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