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.
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.
➡️ 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/