Type Less, Say More!

In May 2023, we introduced an AI chat assistant feature for Redtail Speak, which let you streamline your communication process by suggesting suitable replies to your incoming messages. Today, we’re excited to introduce an all-new auto-complete enhancement to Speak’s AI assistant. Here’s how it works: Just start writing your new message; the AI assistant will give suggestions to complete the message, and you can hit TAB to accept. Let the Speak AI chat assistant finish your sentence for you, making your conversations quicker and more efficient. And because this new tool reviews your conversation and suggests text based on the 10 most recent messages in a room, Redtail Speak’s AI chat assistant ensures context-aware responses that align perfectly with your ongoing conversation.

By building on the foundation of the AI assistant, Redtail Speak’s new auto-complete function can help you take your client communication to the next level, allowing you to breeze through chats, reference past discussions effortlessly, and streamline your messaging process. With this enhancement, Redtail Speak’s AI chat assistant is your ultimate solution for having smart and efficient conversations with clients and prospects — try it now and experience the future of effortless communication at your fingertips.

The AI chat assistant integration is a third-party integration driven by OpenAI, L.L.C. or their affiliates (“OpenAI”), allowing for integrated access to the OpenAI services, including ChatGPT functionality. Redtail Speak users are able to turn the integration on or off at their discretion.

Instructions for enabling the AI assistant at the database and user level, as well as more detail on usage, can be found here.

2890-OAT-10/19/2023

Orion produces a lot of great podcast content each month to assist you in your journey as an advisor. We’re pleased to provide links to recent episodes here and hope you’ll find many of these informative and/or inspiring.

Standard Deviations

Get the best in BeFi with Dr. Daniel Crosby’s weekly Standard Deviations podcast, which takes a look at money, mind and meaning, all through a psychological lens.

Jay Coulter – The 5 Dimensions of a Great Advisory Practice

Michael Kitces – Leveraging Social Accountability

Kathi Balasek – Becoming Grief Literate

Dr. Daniel Crosby – Seven Rules for Life and Money

You can also follow Standard Deviations on LinkedIn for a monthly summation of recent episodes.

 

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Weighing the Risks

Prepare for the certainty of uncertainty in this monthly podcast focusing on market scenarios with Rusty Vanneman, CFA, CMT, BFA, Orion Chief Investment Officer – Wealth Management.

Vulnerable Residential Real Estate Prices: Prepare for the Future by Stress-Testing Different Scenarios with M2M Capital’s Marc Pfeffer

Rising Energy Prices: Prepare for the Future by Stress-Testing Different Scenarios with Teucrium’s Jake Hanley

You can also follow Weighing the Risks on LinkedIn for a monthly summation of recent episodes.

 

 

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The Weighing Machine

Tune into Orion’s The Weighing Machine with Rusty Vanneman, CFA, CMT, BFA, Orion Chief Investment Officer – Wealth Management, to cut through the market clamor and help investors reach their long-term financial goals.

Investing in Freedom with Democracy Investments’ Julie Cane

What’s on Your Bookshelf with Orion’s Dr. Daniel Crosby

Investing in Value with Newton Investment Management Group’s Brian Ferguson

The Rise of Insourced Chief Investment Officer (ICIO) with Helios’ Chris Shuba

Replay: Investing in the Face of Market Risks with AQR’s Daniel Villalon

You can also follow The Weighing Machine on LinkedIn for a monthly summation of recent episodes.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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The Fuse Show

Orion’s Ryan Donovan and George Svagera discuss and debate what’s trending in fintech, plus share how advisors can innovate beyond the traditional, disrupt the status quo and win more business.

Regulatory Compliance Strategies with Jeffrey Lang

You can also follow The Fuse Show on LinkedIn for a monthly summation of recent episodes.

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2725-OAT-9/29/2023

ABOUT Financial Seminar Services  “We specialize in seminar mailings, targeted mailing lists, and digital advertising for financial and insurance professionals. We come from the business and understand how important your marketing campaigns are to you and your business’ success. “

WHAT ARE THE INTEGRATION POINTS BETWEEN FINANCIAL SEMINAR SERVICES AND REDTAIL CRM? 

Financial Seminar Services will regularly push comprehensive seminar information to Redtail CRM, enabling users to manage seminar details directly within the CRM and streamlining notes and task management.

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

2721-OAT-9/28/2023

It is time to reveal the September winners of the Best Paw Forward Photo Challenge. Details on this challenge as well as tips for submitting your photos in usable format can be found here.

Your September winners are:

Winner

Dog’s name: Penny
Owner: Maddie Beek
Company: NPF Investment Advisors

Other Contenders

723-OAT-9/29/2023

It is time to reveal the August winners of the Best Paw Forward Photo Challenge. Details on this challenge as well as tips for submitting your photos in usable format can be found here.

Your August winners are:

Winner

Dog’s name: Olive
Owners: Jake Blondell & Anna Traughber
Company: Finger Lakes Investments Corporation

Other Contenders

2391-OAT-8/29/2023

ABOUT RingCentral  “RingCentral is a leading global provider of cloud-based business communications and collaboration solutions that seamlessly combine phone, messaging, video meetings, and contact center. RingCentral empowers customers with AI-powered conversation intelligence, which unlocks insights from interaction data to accelerate business outcomes. With decades of expertise in reliable and secure cloud communications, RingCentral has earned the trust of millions of customers and thousands of partners worldwide. Visit ringcentral.com to learn more.“

WHAT ARE THE INTEGRATION POINTS BETWEEN RINGCENTRAL AND REDTAIL CRM? 

The RingCentral Unified CRM extension for Redtail not only embeds a fully functional webphone into Redtail, making it easier to connect and communicate with customers and clients, but it also helps keeps Redtail and RingCentral in sync by automatically logging calls in Redtail, prompting agents for call disposition, adding notes, and more.

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

2371-OAT-8/28/2023

ABOUT Wealth.com  “Wealth.com is the industry’s leading estate planning platform. The ecosystem empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. Wealth.com’s in-house trust and estate attorneys have designed and maintained the platform to deliver the legal rigor and quality that is expected from top firms, all easily accessed by both advisor and client in a collaborative digital ecosystem. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.“

WHAT ARE THE INTEGRATION POINTS BETWEEN WEALTH.COM AND REDTAIL CRM? 

Once a user has connected the two platforms, Wealth.com-specific User Defined Fields will display on the Contact record in Redtail, and populate as clients use Wealth. Additionally, a number of actions taken in the Wealth.com platform will trigger the display of Wealth notes in the Client’s notes in Redtail CRM.

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

2366-OAT-8/28/2023

Orion produces a lot of great podcast content each month to assist you in your journey as an advisor. We’re pleased to provide links to recent episodes here and hope you’ll find many of these informative and/or inspiring.

Standard Deviations

Get the best in BeFi with Dr. Daniel Crosby’s weekly Standard Deviations podcast, which takes a look at money, mind and meaning, all through a psychological lens.

Dr. LaKeitha Poole – Sports Psychology for Everyday

Sterling Johnson – Working Toward Economic Equity

Stacy Havener – The Scientist and the Storyteller Miniseries (Pt. 2)

Neil Bage – The Importance of Financial Advisor Self-Care

You can also follow Standard Deviations on LinkedIn for a monthly summation of recent episodes.

 

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Weighing the Risks

Prepare for the certainty of uncertainty in this monthly podcast focusing on market scenarios with Rusty Vanneman, CFA, CMT, BFA, Orion Chief Investment Officer – Wealth Management.

Real Estate Markets: Prepare for the Future by Stress-Testing Different Scenarios with Capital Group’s Xavier Goss and Hannah Greene

You can also follow Weighing the Risks on LinkedIn for a monthly summation of recent episodes.

 

 

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The Weighing Machine

Tune into Orion’s The Weighing Machine with Rusty Vanneman, CFA, CMT, BFA, Orion Chief Investment Officer – Wealth Management, to cut through the market clamor and help investors reach their long-term financial goals.

Portfolio Construction Strategy and Market Outlooks with Janus Henderson’s Adam Hetts

The Future of Holistic Wealth Management with Orion’s Charles Goldman

Exploring Fixed Income SMAs with BlackRock’s Chris Ryan

Value Investing: A Time-Tested Strategy for Long-Term Success with Schafer Cullen’s Jim Cullen

You can also follow The Weighing Machine on LinkedIn for a monthly summation of recent episodes.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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The Fuse Show

Orion’s Ryan Donovan and George Svagera discuss and debate what’s trending in fintech, plus share how advisors can innovate beyond the traditional, disrupt the status quo and win more business.

The Rise of OCIO Services with Timothy Holland

Strategies for Financial Advisory Growth with J.D. Bruce

You can also follow The Fuse Show on LinkedIn for a monthly summation of recent episodes.

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2365-OAT-8/25/2023

ABOUT Optivice  “Optivice is an all-in-one debt management solution for advisors. Get the full picture of your client’s outstanding debt accounts, and plan goals, refinance options, credit score enhancement, and a suite of related products, all in one place.“

WHAT ARE THE INTEGRATION POINTS BETWEEN OPTIVICE AND REDTAIL CRM? 

This is a two-way integration that enables advisors to import their Redtail contacts to Optivice and pull credit score information for those clients from Optivice to Redtail.

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

2275-OAT-8/16/2023

It is time to reveal the July winners of the Best Paw Forward Photo Challenge. Details on this challenge as well as tips for submitting your photos in usable format can be found here.

Your July winners are:

Winner

Dog’s name: Gus
Owner: Dan Cairo
Company: Elite Financial Network

Other Contenders