Redtail Technology Announces Dynamic Financial Technology Integration; Adds Zapier to CRM Platform

April 25, 2016 12:00 ET

GOLD RIVER, CA--(Marketwired - April 25, 2016) -

  • Zapier redefines integrations by allowing unprecedented level of dialogue between financial technologies within advisory businesses
  • The new feature removes financial advisors' dependency on direct integrations between providers 

Redtail Technology, a leading provider of client relationship management (CRM) software for financial services firms, today announced its latest integration partnership, with Zapier. Zapier represents the leading edge of technology with regard to integrations, offering the single most advanced level of platform to platform dialogue available, bar none. 

Less than five years ago, the most in-depth integration would be a Single Sign On, or at best, a manual sending of information from one tool to another. Now, not only do advisors have the ability to seamlessly send valuable information between numerous tools, but they can also integrate tools directly within the CRM, regardless of whether they are "officially" integrated with one another, or with Redtail.

"Those who know financial technology have known for some time that an advisory firm's CRM is the foundation upon which their technology engine runs," says Brian McLaughlin, CEO of Redtail. "Our integration with Zapier epitomizes this core truth. We are very pleased to offer our advisor partners cutting edge technological innovation on an ongoing basis and this partnership illustrates our commitment to that approach."

The integration between Redtail and Zapier removes the necessity for Redtail to directly integrate with a wide variety of technology platforms requested by users. Traditionally, integration is achieved when the right technicians from each company forge a common language that enables them to build a bridge between the two platforms.

With Zapier, those bridges are already built, and users can now define those automated actions to take valuable information from Redtail and align it with a range of apps that cover categories ranging from Billing & Invoicing all the way to Social Networking and Electronic Signature tools. Many advisors will find these apps already familiar, including those from Google, Slack, MailChimp, Constant Contact, and more.

"At Redtail, we excel at customizing solutions and integrating our tools into our customers' unique environments," says Rick Williamson, Lead Subject Matter Expert, Redtail. "The Zapier and Redtail integration will allow advisors and financial advisory businesses to capture the scope of client activity and interactions more efficiently and easily."

To speak with a Redtail technologist about this news and for all media inquiries, please contact

About Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects -- it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. Visit for more information. 

Contact information
Olivia Gagnon
FiComm Partners 

Jason Lahita
FiComm Partners 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk