1 / 12

Innovative Cloud-Based CRM for Financial Professionals

Redtail CRM, recognized as the #1 ranking financial planning software in a 2011 survey, offers a cloud-based solution that supports over 42,000 individual users and 8,200 offices. With comprehensive mobile access, users can securely view and update client information in real time. The platform features seamless integrations with tools like Moneyguide and LaserApp, as well as affordably priced options. Redtail's support package includes training and import assistance, making it ideal for both new and experienced financial advisors looking to enhance their productivity.

sigourney-buckley
Télécharger la présentation

Innovative Cloud-Based CRM for Financial Professionals

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CRM the Core

  2. A little background . . . • #1 Ranking Financial Planning 2011 Survey • 8,200 offices • 42,000 individual users

  3. Redtail’s Growth • Cloud-Based since inception • Meaningful Integrations • Price • New Design-Development Cycle • Mobile Access • Support, Imports & Training INCLUDED

  4. Internet Browser Support Use any browser you choose! Source: w3schools.com

  5. Redtail Mobile Redtail Mobile provides Financial Professionals with a secure and easy way to view and update client information on the go. View, add and edit client information View and add client notes Retriever SYNC to Outlook View calendar and add activities Data pulled to device in real time and encrypted for confidentiality

  6. Broker Dealer A • 200 Advisors -100% Adoption • Email Journal • 50% Advisors 1st time CRM Users • Integrations: Moneyguide, LaserApp, Investigo, Sharepoint • Tech Fee- Installed-Gold & Platinum Option • Building Custom Workflows/Checklists –IE New Account Opening

  7. Broker Dealer B • 1100 Advisors-55% Adoption from 4% in 3 Months • Redtail CRM, Imaging, Email & Mobile • Train the Trainer Program-Onboard 30 Top offices 1st • SunGuard Client Profile Mapping • Marketing Library, Mobile Assist, Pershing360, LaserApp, MoneyGuidePro, Smarsh

  8. Broker Dealer C • 450 Advisors-100% Adoption- Imaging, Email, 80% CRM • Email Host –Unique Route-Smarsh Encrypt • Imaging-STP, DST Statements, Account Level Folders, Albridge, TD Ameritrade, NFS, Pershing • Client/Account Setup Full STP • API Update CRM, Address, DOB,

  9. Build to Us or We Build to You • Marketing Agreement • Single Sign-On • API Integrations • Email Journal Archive • Document Storage –Linked via STP

More Related