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.

1915-OAT-10/12/2022

ABOUT this webinar
Topic: Ever feel like you’re behind the eight ball with your marketing? It demands fresh ideas, the chops (and time) to execute, a process to follow, a system for distribution and…the RIGHT TIMING.

Description: How can you combine the right tools to keep from falling flat?

A new wave of adviser software has emerged, and it’s focused on deepening client relationships, automating processes, and being agile enough to adapt to your needs.

During the Compound Marketing webinar, you’ll discover…

• A proven framework that deepens relationships and helps convert new leads into clients, and clients into raving fans.
• A solid workflow for keeping track of contacts (avoid dropping the ball here…easily)
• How to cut down the time you spend documenting, creating agendas, and communicating by more than 50%

You’ll get to hear directly from Snappy Kraken, Pulse360, and Redtail (and how each one plays off of one another).

On October 5th at 2pm EST, we’ll discuss how to save time, create stronger connections, and upgrade your business’ tech stack. Register now.

 

It’s been a year since the CEO Roundtable series assembled some of the best thought leaders in the fintech industry to share ideas to help the advisor community lead through change.

Fast forward to 2021, and the CEO Roundtable series will be back with the same rockstar cast. Join Lori Hardwick (Riskalyze/Orion), Eric Clark (Orion), Brian McLaughlin (Redtail), Robert Sofia (Snappy Kraken), Adam Holt (Asset-Map), and, last but not least, Corey Westphal (Mobile Assistant).

Here are the hot topics that will be discussed:
1. What was the toughest decision we had to make in the last year?
2. What proved critical to our companies’ success that can be a lesson for all?
3. What are changes we implemented that will persist?

We’re happy to have Craig Iskowitz (Ezra Group) back covering all the webinars live on Twitter. Make sure to follow him @CraigIskowitz so you don’t miss anything.

Join us to learn what lessons were learned, as well as for takeaways that every advisor can benefit from.

Competitive industry leaders convene to address the future of advice while supporting diversity and inclusion

PHILADELPHIA, July 28, 2020 /(original press release here) — Asset-Map Holdings Inc. (Asset-Map) today announced AdviceTech.LIVE, a live, virtual event that gives financial professionals unprecedented access to top financial technology executives who will speak on a wide range of forward-thinking topics and ideas. These industry leaders will debate their brands’ visions, the future of the industry, their diversity and inclusion initiatives, and more. The event is sponsored by 20 market-leading technology firms, and half of all gross ticket sales will benefit the CFP Board’s College for Financial Planning Diversity and Inclusion Initiative, which supports diversity in the industry by providing education and mentorship programs.

AdviceTech.LIVE will take place virtually on Thursday, August 27, 2020, from 10:30 AM-5:00 PM EDT, and attendance is open to the entire advice industry, including wealth managers, financial planners, and asset managers. Attendees will have the opportunity to learn about the technology they use every day; hearing directly from the industry’s top financial technology executives and their organizations via panel discussions, virtual booths, and group demonstrations. The event creates an exciting opportunity for industry experts to challenge each other, differentiate themselves in an open forum, and respond to questions from event attendees in real-time. Directly following the event, moderators will also host a program wrap-up, highlighting key takeaways. Five core advisor technology solutions will be discussed, including Financial Planning, Portfolio Management, CRM, Marketing Tools, and ‘Practice Magnifiers.’

“For too long, the technology that runs advisors’ practices has been reserved for those who know where to look,” says H. Adam Holt, CFP, ChFC, Asset-Map CEO and event organizer. “At Asset-Map, we saw an opportunity in these unprecedented times to create accessibility to tech leadership unlike ever before. As a fellow architect of advisor technology and a former financial advisor, I wanted to invite all advisors into the ‘room where it happens’ – creating an open forum to share the future of competitive solutions and brand vision on one platform.”

The event’s participating firms include: Morningstar, Orion, SS&C BlackDiamond, Envestnet Tamarac, Envestnet MoneyGuide, eMoney Advisor, Advicent, Asset-Map, Snappy Kracken, AdvisorStream, FMG Suite, TwentyOverTen, Redtail Technology, Practifi, AdvisorEngine’s Junxure, Riskalyze, Everplans, MobileAssistant, and LifeYield. Industry thought leaders and panel moderators include Rene Nourse, CEO of URBAN Wealth, Craig Iskowitz, CEO of Ezra Group, Megan Carpenter, CEO of FiComm, Marguerita Cheng, CEO of Blue Ocean, and Toussaint Bailey, CEO of EnsoWealth.

AdviceTech.LIVE is currently open for registration; tickets cost $70. For more information on AdviceTech.LIVE, visit www.AdviceTech.Live.

About Asset-Map

Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, having mapped over 1 million people and $600 billion in financial instruments. For more information about Asset-Map, please visit asset-map.com.

SOURCE Asset-Map

Related Links
http://asset-map.com

After the great response to the CEO Roundtable on April 2, we were all excited to learn they decided to do it again! Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other again via Zoom on April 9, this time focusing on team management, technology, and culture, as they relate to remote working.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

In times of challenge or crisis, great companies strive not only to maintain the cultures they’ve built, but to strengthen them further. Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change management, virtual culture building, leading by example, and much more.

The panel included:

• Adam Holt, Asset Map
• Brian McLaughlin, Redtail Technology
• Corey Westphal, MobileAssistant
• Eric Clarke, Orion Advisor Tech
• Lori Hardwick, Riskalyze
• Robert Sofia, Snappy Kraken

You can read the Craig Iskowitz summation of this session here or watch the entire thing for yourself here.