aidentified Archives - Redtail Technology Fri, 22 Jan 2021 16:28:14 +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 aidentified Archives - Redtail Technology 32 32 Best Practice Partner Webinar with Aidentified on January 26! https://corporate.redtailtechnology.com/best-practice-partner-webinar-with-aidentified-on-january-26/ Fri, 22 Jan 2021 14:28:21 +0000 https://redtail.flywheelsites.com/?p=32777 Relationship Intelligence 2.0 – Accelerate Conversations and Conversions. Register now for this Best Practice Partner Webinar on January 26.

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Aidentified reveals best paths for sales teams, account execs and brands to connect to hyper-targeted, qualified prospects using predictive analytics and next level AI-based relationship intelligence mapping.

Aidentified logo

ABOUT this webinar
Topic: Relationship Intelligence 2.0 – Accelerate Conversations and Conversions
Description: Learn how to grow your business with Aidentified: a relationship intelligence and next-gen prospecting platform that allows you to discover unique and qualified prospects as well as monitor your existing client base from over 300M professional and consumer profiles. Gain in-depth insights on prospects like inferred income, household information, interests, home value, and more. They also send real-time notifications if one of your clients experiences a financial or life event, so you are well-informed, personalize communication, and retain valuable clients. And they did not forget about the value of referrals. Aidentified goes one step further and identifies relationship paths to unique prospects so you can always have a warm introduction and ultimately secure more business. Join our Webinar to get an inside look at Aidentified.

Register now for this webinar on January 26 at 10 am Pacific.

WHAT ARE THE INTEGRATION POINTS BETWEEN AIDENTIFIED AND REDTAIL CRM? Contacts can be pushed to Redtail from either the web or mobile version of Aidentified.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration 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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New Integration with Aidentified’s platform! https://corporate.redtailtechnology.com/new-integration-with-aidentifieds-platform/ Fri, 31 Jan 2020 15:17:02 +0000 https://redtail.flywheelsites.com/?p=9054 Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.

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We are pleased to announce the integration between Redtail CRM and Aidentified, a solution that identifies wealth events across millions of executives within the United States and surfaces these insights through the M2 Platform in real time.

Aidentified logo

ABOUT AIDENTIFIED 
Aidentified enables the real-time monitoring, identifying, and harvesting of high-propensity wealth events and how they directly impact consumers in a predictive, prescriptive, and personalized way. Their next generation, AI-powered solutions, including Data Products and App-based insights, will add essential elements to improve sales, marketing, and retention. For more information, visit the Aidentified website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN AIDENTIFIED AND REDTAIL CRM?
After setup, contacts can be pushed to Redtail from either the web or the mobile versions of Aidentified.

Redtail Integration SucessfulDETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration 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.

The post New Integration with Aidentified’s platform! appeared first on Redtail Technology.

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