One of the greatest strength of the Redtail CRM is its ability to connect with so many popular FinTech solutions. Join us for Thursday’s webinar as we discuss how to take advantage of these powerful tools.
Video not Loading? Unable to view YouTube? CLICK HERE
-
01:24 - Custodians and Aggregators
-
03:28 - Marketing
-
04:44 - Appointment Reminder
-
04:54 - Fox Financial
-
05:23 - Document Storage
-
05:39 - Form Filling Software
-
07:24 - Email Compliance
-
08:02 - Redtail Partners
-
09:37 - Integration Icon
-
10:32 - Manage your Integrations
-
11:56 - AdvisoryWorld
-
14:02 - Jive Setup Instructions
-
14:27 - Integrations
-
14:50 - VoIP Integration List
-
16:40 - FMG Suite
-
18:10 - Voice Dictation Integrations
-
19:34 - Riskalyze
-
19:54 - Evernote
-
21:05 - Zapier
Comments