voice dictation Archives - Redtail Technology

Building your Tech Stack: Redtail’s April 2023 Partner webinars

Paul — Mon, 03 Apr 2023 13:17:58 +0000

In April of 2023, our Building Your Tech Stack webinar series will focus on partners in the Voice Dictation, Advisor Tool, Portfolio Management and Financial Planning categories.

Voice Dictation

In an April 4th Building Your Tech Stack webinar with Mobile Assistant, we’ll be covering:

Redtail + Mobile Assistant = Template-Driven Workflows

Learn how Mobile Assistant’s / Redtail’s templates help improve processes, drive efficiency, and foster the use of workflows.

Advisor Tools

In an April 18th Building Your Tech Stack webinar with Finpace, we’ll be covering:

Redtail + Finpace = Speed and Precision

Finpace was built to automate what slows advisory firms down. Back-office workflows around prospect/client outreach, data gathering, data input and maintenance are some of the biggest bottlenecks that most advisory teams/firms won’t readily admit to. Compliance around these tasks, along with customer engagement, is also tedious and stress-inducing. Finpace does all the heavy lifting for an advisory firm in these areas so they can focus on more profitable work or more time to do as they please.

Portfolio Management

In an April 18th Building Your Tech Stack webinar with Orion, we’ll be discussing how you can:

Revolutionize Your Process Management with Orion and Redtail

Join us for a deep dive into the powerful integration between Orion and Redtail CRM. In this webinar, we’ll show you how the seamless connection between these two technologies can revolutionize your workflow and help you build stronger client relationships. Make CRM the hub with Portfolio View, which allows you to see your clients’ portfolios right within Redtail, without the need to switch between multiple applications. This streamlined view gives you a comprehensive overview of your clients’ investments, allowing you to make informed decisions and provide better service. We’ll also show you how Redtail data can feed important tasks like proposal generation, saving you time and reducing the risk of errors. Don’t miss out on this opportunity to see firsthand how Orion and Redtail can transform the way you work.

Financial Planning

In an April 25th Building Your Tech Stack webinar with Holistiplan, we’ll discuss:

Redtail + Holistiplan = 2023 Year of Tax Planning

Tax planning is quickly being added to the list of things clients expect their financial advisor to provide. Come hear how Holistiplan is simplifying the process of planning by providing advisors with a software solution that helps advisors save hours of their time by providing them with actionable observations about the client’s return and a way to model changes for the future.

0934-OAT-4/3/2023

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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Building Your Tech Stack webinar with Mobile Assistant on April 4!

Paul — Fri, 31 Mar 2023 16:36:59 +0000

ABOUT this webinar
Topic: Redtail + Mobile Assistant = Template-Driven Workflows

Description: Learn how Mobile Assistant’s / Redtail’s templates help improve processes, drive efficiency, and foster the use of workflows.

0911-OAT-3/31/2023

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

The post Building Your Tech Stack webinar with Mobile Assistant on April 4! appeared first on Redtail Technology.

Building Your Tech Stack webinar with Copytalk on March 22!

Paul — Fri, 18 Mar 2022 15:19:48 +0000

ABOUT this webinar
Topic: Building Your Tech Stack – Copytalk
Description: Best Practice Partner Spotlight with Copytalk and Redtail

Join us for a conversation with Copytalk, the most prominent transcription service engineered to meet the financial-service industry’s uniquely rigorous standard of accuracy and privacy. In this webinar, we will share best practices for recording dictated client-meeting notes as well as the preparation and delivery of transcriptions. We will also show use cases for Copytalker™ – an on-screen button that allows users to click and dictate from inside Redtail CRM.

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

The post Building Your Tech Stack webinar with Copytalk on March 22! appeared first on Redtail Technology.

Building your Tech Stack: Redtail’s March 2022 Partner webinars

Paul — Tue, 01 Mar 2022 14:04:36 +0000

In March of 2022, our Building Your Tech Stack webinar series will focus on partners in the Portfolio Management/Custodian and Voice Dictation categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Portfolio Management and Custodians

We call our integrations with both portfolio management tools and custodians “Account Feeds”. An account feed typically sends account information to Redtail CRM once a day, allowing you to find important account information associated with your clients within the Accounts area of their Contact Record. With that information fed over to Redtail CRM, you can better utilize our Risk Analysis, Investment Research, and Financial Planning tool integrations as well.

In a March 1 Building Your Tech Stack webinar with CircleBlack, our topic is:

Integrating CircleBlack and Redtail CRM to improve efficiencies and focus

As advisors work to grow their practice, one of the greatest needs is time. Time to deepen current client relationships. Time to invest in acquiring new clients. Time to focus on revenue generating activities. The integration between CircleBlack and Redtail gives advisors back that valuable time. Join this webinar to learn more about CircleBlack, a sophisticated portfolio management and reporting solution that allows advisors to access, edit, & update information that sits across multiple technology platforms, all from one place, reducing time spent navigating multiple systems and freeing up time more to spend deepening relationships with clients. Understand how the single sign-on integration between Redtail and CircleBlack allows advisors to have data flow easily between their portfolio management solution and their CRM.

In a March 15 Building Your Tech Stack webinar with Onramp Invest, we’ll be considering the below:

Cryptoassets in Your CRM with Onramp Invest & Redtail CRM

Cryptoassets are here to stay. Investors, both young and old want advice from their financial advisor about them. Onramp provides financial advisors with the means to do so and Redtail empowers them to be as productive as possible while doing it. Join Tyrone Ross, CEO of Onramp Invest and Austin Johnson, of Redtail CRM for a live conversation where we’ll review the state of cryptoassets in the world of financial advice and discuss our first integration together, available to all Onramp and Redtail users.Onramp Invest is a comprehensive cryptoasset management solution allowing financial advisors to help their clients safely, confidently, and intelligently invest in the new age. With Onramp, financial advisors receive robust education materials, access to cryptoassets, and the tools to manage them in a safe, secure, and efficient way. It’s where cryptoassets and financial advice merge.

Voice Dictation Tools

Voice Dictation tools offer advisors incredibly efficient ways to securely and accurately add notes and/or activities to Redtail CRM with no typing involved (other than a few clicks after those dictated items have been sent over to Redtail). In some cases, these tools also offer default or customizable templates for the various types of dictations you use the service for, allowing you better structure and organize your notes prior to their delivery to Redtail.

In short, integrating your Voice Dictation tool with Redtail CRM offers your office a streamlined way of adding notes to your CRM while the information is still fresh on your mind, as you can speak them while driving to your next meeting, walking down the street to pick up lunch, etc.

In a March 22 Building Your Tech Stack webinar with CopyTalk, our topic is:

Best Practice Partner Spotlight with Copytalk and Redtail

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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10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7

Paul — Thu, 04 Mar 2021 13:45:39 +0000

Reason #7:

You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client experience.

The word “integration” has its roots in Latin and means essentially to make into a whole by bringing all parts together. Redtail CRM serves well as a foundational system from which everything else can flow within your organization, but it can’t handle all aspects of your business. As your firm grows, other pieces of a working technology suite will include planning, form-filling, aggregation, risk analysis, and document storage software, just to name a few. While Redtail won’t perform the functions of these other applications, through all of the many integrations we make available you are able to sync data and streamline processes across these other essential tools.

Because Redtail CRM is tailored specifically to the financial services industry, the integrations we offer with other industry solutions don’t require customization and/or the need to bring in expensive consultants to make them work for your business; instead, these integrations were built out with advisors like you in mind. For proposed integrations to be meaningful, they should help you bring all the parts of your business together, and that is always our aim.

COMMITTED TO INTEGRATION FROM THE START

Redtail has been committed to integrating deeply and widely with other fintech firms since our founding back in 2003. It’s only through robust integration that you can bring all components of your business together in a way that allows you to ensure cross-platform data accuracy and real-time business data visibility unhindered by siloing. Further, the level of “data confidence” created in your employees as a result of integrations, when they know that they’ll find the same information regardless of the platform from which they access that information, empowers them to focus on their core jobs, while also supporting greater automation of processes.

There’s a lot of automation that can happen that isn’t a replacement of humans but of mind-numbing behavior. ~Stewart Butterfield

As a practical example, let’s consider an Imaging (or Electronic Document Storage) solution that is integrated with Redtail CRM. In addition to the efficiencies in terms of space, back-office, and compliance that paperless document storage creates for your office, integrating an Imaging system with Redtail creates further efficiencies that would be unavailable were Imaging used in a standalone situation. If you need to find a document relating to a client quickly (such as during an unexpected call from the client), your Redtail-Imaging integration will allow you to easily retrieve that document from within the client’s CRM record. No digging through file cabinets and no opening up a separate application to search first for the client and then for their documents. Additionally, multiple users of Redtail CRM across different locations can pull up the same document at the same time if and when that need arises.

BRING YOUR BUSINESS TOGETHER

Regardless of the type of tech tool you are looking for to assist with a particular business challenge, Redtail likely has an integration with multiple vendors who offer a solution that may meet your needs. Just click one of the links below to learn more about our current integrations for any of these categories of provider:

As you are seeking out tech solutions for your firm, always bear in mind that the better those solutions work together, the better it will be for your business. You’ll spend less time swapping between software, less time worrying about data integrity, and more time focused on your clients and the experience you can provide them. Integrations create efficiencies that are otherwise impossible; creating efficiencies, when time is often the scarcest of your resources, must be viewed not as a luxury, but rather as a necessity, and Redtail CRM has set itself apart in terms of industry integrations over nearly two decades now.

Up next week, Reason #8: Many of your essential technologies feel disconnected from one another and require time consuming interactions with support from many different vendors.

As always, if you have any questions along the way as we address these, you can reach out to our team at sales@redtailtechnology.com or 800.206.5030. We can’t wait to get to know you and your business better and to show you why Redtail is an industry leader committed to your success!

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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