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Kivvik

Kivvik Wealth offers you the ability to send automated outreach to your clients requesting updates on what is going on within their lives. 

Phase One of their integration with Redtail CRM offers the ability to pull Redtail client data into Kivvik and subsequently create automatic activities in Redtail when a client completes and submits the automated questionnaire back to the advisor.

You can contact Kivvik here for information on setting up and using their integration with Redtail.

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