Webinar Today: Automating Client Communication - Redtail and Demandforce Integration

Demandforce, an Intuit Company, is a leading client communication solution that helps financial advisors connect with clients in today’s Internet economy using email communications, text messaging and online services. Demandforce combines an award winning communication platform with online and networking tools into one powerful web-based application that seamlessly integrates with your existing Redtail Technology system to help build a strong online presence and leverage current clients to generate referrals. This proven system will help your firm:

  • Measure client satisfaction and build strong relationships
  • Generate referrals
  • Reduce manual tasks
  • Grow online exposure
  • Remind clients of appointments & deadlines
You can use the below link to register now:


Thursday, April 4, 2013 10:00 AM - 10:30 AM PDT: Automating Client Communication - Redtail and Demandforce
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk