CRM Integration Survey Spotlight – Mobile Assistant

person playing on the phone

Share This Post

The CRM Integration Survey we create as part of our CRM Implementation Solution provides RIA firms with a “survey” of the various integrations Wealthbox CRM and Redtail CRM has to offer.

Every week for the month of August, I presented on LinkedIn the advantages of various integrations available to Redtail Technology CRM and Wealthbox CRM.

The software I received the most feedback from was Client Meeting Support Software.

Examples of Integration Partners: Copytalk Mobile Transcription Services, Pulse360, Mobile Assistant

Case Study: Mobile Assistant x Redtail CRM

Stockbridge Financial Group wants to log client notes into Redtail CRM without having to retype their handwritten notes from annual client meetings. The integration between Mobile Assistant and Redtail CRM allows users to dictate meeting notes and automatically add them in Redtail CRM.

Integration Attributes

➡️ Built-In Assistant Template Guide & Custom Templates
➡️ Notes delivery directly to the Redtail Contact Notes Section or Activity, or Generic Note
➡️ Professional, human transcriptionists
➡️ Notes delivered by email within 8 business hours
➡️ “Tag” search criteria for individual notes

If you want to take a deeper dive into Advisor Tech, Michael Kitces created an amazing tool called the “Financial AdvisorTech Directory”. This is a great resource for firms of all sizes. https://fintech.kitces.com/?_ga=2.145432244.1293377288.1662238877-1740624296.1662238877

To see all the integrations I reviewed, go to my LinkedIn Profile and select “Posts”: https://www.linkedin.com/in/stephaniedannebaum/

Subscribe To Our Newsletter

Get updates and learn from the best

More To Explore

two people shaking hands at an ria valuation

RIA Valuations

Looking to transition out of the business? I’ve worked with an office that was able to get 4x the valuation because of an optimized CRM.

Do You Want To Boost Your Business?

Book a call to talk to Stephanie

man and woman high five at a desk

Have a question?

Get in touch with Stephanie