ABOUT this webinar
Topic: Make Redtail Work Harder for You with Quik!

Description: Want to fill out twice as much data on forms with your Redtail CRM? In this webinar, we’ll show you how Redtail and Quik! work together to pass up to 133 fields of rich customer data directly from Redtail right into prefilled forms. So, you can make finding, filling out, and e-signing forms faster and better than ever before. Plus, you’ll find out about our newest features like creating duplicate forms and get a preview of what’s upcoming in 2023.

Register now for this webinar on March 7 at 10:00 am Pacific.

0655-OAT-3/3/2023

In March of 2023, our Building Your Tech Stack webinar series will focus on partners in the Form-filling and Advisor Tool categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Form-filling software

Completing new account paperwork and eliminating NIGO items is likely an ongoing challenge for someone in your office. The ability to push good data from Redtail CRM into your form-filling software can greatly reduce some of the frustrations involved. Form-filling software integrations typically allow a significant number of data fields to be pushed from any contact in Redtail and mapped to any built-out forms in your form-filling software.

In a March 7th Building Your Tech Stack webinar with Quik!, we’ll be considering the below:

Make Redtail Work Harder for You with Quik!

Want to fill out twice as much data on forms with your Redtail CRM? In this webinar, we’ll show you how Redtail and Quik! work together to pass up to 133 fields of rich customer data directly from Redtail right into prefilled forms. So, you can make finding, filling out, and e-signing forms faster and better than ever before. Plus, you’ll find out about our newest features like creating duplicate forms and get a preview of what’s upcoming in 2023.

Register now for this webinar on March 7th at 10:00 am Pacific.

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 March 21st Building Your Tech Stack webinar with Bento Engine, we’ll be considering the below:

Redtail + Bento = Leading with Advice

Join us to see how the integration between Redtail and Bento Engine empowers advisors to deliver proactive advice to all of their clients and prospects. The best part? You don’t even have to leave your Redtail CRM! Learn how Bento delivers timely activities in Redtail that include all of the content and talking points you need to serve your clients on age milestones, life events, and financial literacy opportunities for their children. Bonus feature: Discover the new “Your Journey” Lead Gen Tool, which converts more of your website traffic into booked meetings.

Register now for this webinar on March 21st at 10:00 am Pacific.

0630-OAT-2/27/2023

Quik!: “Forms Fast and Easy”

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN QUIK! AND REDTAIL CRM? New integration points between Quik! and Redtail CRM include:

• Single Sign-On (SSO) from Redtail CRM into Quik!
• the ability to send a contact from Redtail CRM to your Quik! account.

Special Offer for New Redtail Users of Quik!

Quik! invites new users to try it risk-free for 14 days. And if you decide this integration is for you, your first year of Quik! is half price! This offer is exclusive to Redtail users new to Quik!. Now you can launch Quik! directly from inside Redtail and get:

• The most extensive forms library (38,000+)
• Over 133 fields of data from Redtail
• Every signable form is ready for e-signature
• And more reasons Quik! will work better for you.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

ABOUT this webinar
Topic: Launch Quik! From Redtail And More!
Description: Now you can launch Quik! directly from inside Redtail and take advantage of the largest forms library (37,000+) serving financial professionals. Quik! brings in over 133 fields of data from Redtail to prefill these forms. And every signable form is ready to go directly out for e-signature – no template necessary. Find out what new features can help you work faster and get a preview of the new features Quik! is releasing to streamline client onboarding.

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

Cybersecurity

Cybersecurity challenges abound across all industries in our digital world. Helping firms meet current challenges while also anticipating and addressing ever-evolving threats in the financial services space are the driving motivators of partners we feature in this category.

In a July 5 Building Your Tech Stack webinar with cleverDome, we’ll be considering the below:

How to take key cloud applications off the open internet

Join us as we learn about how cleverDome is making your data more secure and giving you the needed level of data security to pass your FINRA audit the first time. We will share best practices on data security and using the cleverDome technology.

Register now for this webinar on July 5 at 10:00 am Pacific.

Form-filling

Completing new account paperwork and eliminating NIGO items is likely an ongoing challenge for someone in your office. The ability to push good data from RedtailCRM into your form-filling software can greatly reduce some of the frustrations involved.

Form-filling software integrations typically allow a significant number of data fields to be pushed from any contact in Redtail and mapped to any built-out forms in your form-filling software.

In a July 26 Building Your Tech Stack webinar with Quik!, our topic is:

Launch Quik! From Redtail And More!

Now you can launch Quik! directly from inside Redtail and take advantage of the largest forms library (37,000+) serving financial professionals. Quik! brings in over 133 fields of data from Redtail to pre-fill these forms. And every signable form is ready to go directly out for e-signature – no template necessary. Find out what new features can help you work faster and get a preview of the new features Quik! is releasing to streamline client onboarding.

Register now for this webinar on July 26 at 10:00 am Pacific.