You don’t want to break the bank on your technology (or on support for your technology).

Basic and Premium versions of Redtail CRM are offered as part of our affordable Redtail Launch and Redtail Growth Plans, respectively. We don’t nickel and dime subscribers: there are no support fees, no onboarding fees, no data conversion fees, etc.

You can also enjoy a 30-day free trial of the Redtail Growth Plan in order that you might determine better whether or not Redtail will meet the needs of your office prior to subscribing.

Reason #9:

You believe it’s important to use tech vendors with strong, deep roots in the industry who clearly understand your challenges as well as your opportunities and are staffed with employees equipped to help you meet those challenges and take advantage of those opportunities.

Redtail CRM was initially developed as an in-house custom CRM for a financial management firm. Brian McLaughlin, Redtail CEO, was a software developer for that firm involved in the CRM project, and, along with his friend and Redtail COO Andy Hernandez who also worked at the firm, they recognized the potential for the CRM to be beneficial for many in the industry.

In 2003, Redtail CRM was made available for advisors outside of the firm and, beginning initially with 25 advisor offices on the platform, has grown to occupy the space we currently enjoy in the market.

While many factors have played into Redtail’s success as a trusted vendor in the industry, three that have proven particularly relevant in regard to our ability to help advisors meet their challenges and recognize and take advantage of their opportunities are our culture, our industry relationships, and our thoughtful leadership efforts.

Redtail culture results in raving fans

The tone for organizational culture typically comes from the top, and Redtail is no exception.

From the beginning it was important to both Brian and Andy that Redtail feel like an extended family for those who came to work with them. They recognized the hard work that lay ahead while also understanding that if a comfortable and rewarding work environment were established and maintained employees would take pride in and ownership of their work, resulting in happy Redtail subscribers who know the company has their best interests in mind.

In short, the culture established from within at Redtail drives employees to do their best work for those we serve in order that we might include you in our culture as well. We love serving the financial services community and are driven each day to understand your working lives better so that we might serve you better while also including you in the ‘Tailer community.

As a reflection of this commitment to culture, we are frequently named to Best FinTechs to Work For lists.

Industry relationships

The strong, mutually respectful relationships Redtail has built with others in the fintech industry over the past 18 years have also proven beneficial for Redtail subscribers. From the outset, breadth and depth in regard to integration with others in the space has been a primary driver. You can read more about our integration efforts in Reason #7.

We’ve also forged these relationships through millions of miles of travel to industry conferences and events. Through the countless hours reflected in this travel, not only have we had the opportunity to stay abreast of what is happening in financial services and collaborate in innovative ways with fellow event attendees, but we’ve also formed meaningful friendships that further strengthen our resolve to work together to meet the needs of the advisor community.

Of course we meet and develop strong working relationships and friendships with advisors as well, both through conferences and industry events as well as through on-site trainings or our Redtail University events. Just as with your profession, we find relationship-building to be one of the most rewarding aspects of our careers. And, it’s through these advisor relationships we forge that some of the best ideas for updates to Redtail solutions arise and are implemented.

We are invested in learning your business more thoroughly in order that we might do our business in support of your needs better.

Thoughtful leadership built upon open dialogue

In order to build tech solutions that meet the needs of modern advisors, ongoing conversations of the type described above are required with other vendors, industry experts, and, of course, advisors like you. We are fortunate at Redtail to have a team comprised of so many individuals dedicated to sparking and/or participating in those conversations, whether it’s our CEO, members of our Sales Team while they are on the road at conferences, or a member of our team helping an advisor office work through an issue on a support call.

All of these conversations over the years have strengthened our ability to act in support of your needs and have, in turn, lead to Redtail having a number of voices that are respected in the industry for the insights they are able to provide on issues of concern to you. As a result, opportunities frequently arise for us to share some of these insights.

Just a few recent examples of some of those opportunities we’ve had to speak to a broader audience include:

• David Mehlhorn, Redtail’s Director of Sales, sharing three tips for customizing client communication at InvestmentNews, a topic inspired by results from our 2020  annual survey, which found that the pandemic had little to no effect on advisors’ top communication challenge

• Redtail CEO Brian McLaughlin joining Orion’s Fuse Show podcast to discuss building a successful fintech partnership as well as a virtual panel discussion moderated by Joel Bruckenstein to help advisors understand the advantages of working with Best of Breed API systems. You can also read a recent piece from Brian at ThinkAdvisor on “4 Ways to Build Company Culture While Working Remotely“.

• Rick Williamson, Redtail’s Lead Trainer, delivering his Adapt to the Future session at Riskalyze’s Fearless Week 2020.

These are but a small sample of the types of engagements where we welcome the opportunity to participate and open up further dialogue with others in the industry. You’ll find many more at Redtail’s Blog.

In short, when dealing with Redtail, whether it be with a support team member or our CEO, you’ll find you’re speaking with someone interested in what you have to say and dedicated to assisting you with the success of your business.

---

Up next week, Reason #10: You don’t want to break the bank on your technology (or on support for your technology).

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!

Reason #8:

Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.

This is similar to the previous reason we provided that you might want to consider Redtail CRM; the difference is that here we are talking about solutions that would allow you to house much of your tech package underneath a single umbrella you can go to for service. While Redtail CRM is our flagship product, we also offer paperless office, email hosting/archiving, compliant texting, and a mobile CRM solution tightly integrated with your CRM. They are available à la carte, so if one of these other solutions is more important to you than others, you can add them to your Redtail subscription according to your individual office’s needs and on your desired timeline.

Take control of your documents and files with Redtail Imaging

We understand your need to easily access important paperwork anytime, anywhere. Redtail Imaging provides you with an organized and efficient method of document management and integrates with your CRM client records, allowing you to retrieve exactly what you need anywhere that you have access to the internet.

Your team can use Redtail Imaging to centralize client and team content, tag and find what you need quickly, and rest easy with the peace of mind that Redtail’s paperless solution is safe and secure. If you’re looking for a compliant way to take your office paperless and tie your electronic documents to client records in Redtail CRM, Redtail Imaging may be just the tool you’ve been searching for.

Manage your email better with Redtail Email

Email is an integral communication channel in modern advisory practices, and Redtail Email Archive and Retention provides financial professionals with a convenient and compliant way to retain, retrieve, and report on email correspondence. As a bonus, historical emails are accessible within client records in Redtail, making these common touchpoints more readily available and easier to find.

As a Redtail Email subscriber, you can choose the type of email account that works best for your needs (POP3, IMAP4, MAPI), use the email platform you desire (Outlook, Mac Mail, Redtail’s Webmail client, etc.), and use Redtail for email hosting or have your emails journaled to Redtail from another provider. Flexibility in each of these areas makes Redtail’s email offering one that will work well for most advisors today.

Communicate smarter with Redtail Speak

We know that you’re looking for ways to solidify your client relationships through more effective engagement and by providing a higher level of service. Redtail’s solution, Speak, offers a compliant way for you to text message your clients and collaborate with your staff in real-time.

Using Speak, every conversation, message, and document is fully searchable and automatically archived, recorded daily, and sharable with email surveillance providers, offering you a safe, compliance-approved way to communicate with your clients. Speak also empowers your team to communicate directly with each other, without ever leaving Redtail CRM, by providing team members with access to the same communication threads, which helps to eliminate bottlenecks.

We believe Speak will help you overcome many of the biggest challenges advisors face in regard to client communication while also freeing up your valuable time for other essential client service activities.

On the go? No problem!

Redtail’s free mobile app keeps you connected to your CRM data, even when you don’t have access to a computer or a tablet. If you have your phone on you, Redtail Mobile means you’re in business!

An entirely overhauled Redtail Mobile app was released in early 2020 in order to provide Redtail subscribers with increased mobile functionality and we continue to regularly update the app based upon ongoing subscriber feedback and requests. Our aim is to provide advisors with a great mobile experience that makes working while on the move a seamless extension of working in the office.

The big picture

As mentioned above, you can add any of the above to your Redtail subscription and increase the efficiencies of Redtail CRM as the core solution in your tech stack. But, these are entirely optional and we’re happy to assist you with getting up and running with similar solutions with whom we offer integration. Our commitment is to your success and we’ll help you achieve it in any way that we can.

---

Up next week, Reason #9: You believe it’s important to use tech vendors with strong, deep roots in the industry who clearly understand your challenges as well as your opportunities and are staffed with employees equipped to help you meet those challenges and take advantage of those opportunities.

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!

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:

• Advisor Tools
• Compliance Tools
• Document Storage
• Email Compliance
• Financial Planning Tools
• Form-filling software
• Investment Research
• Marketing Tools
• Portfolio Management and Custodians
• Risk Analysis
• Voice Dictation Tools
• VoIP

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!