Redtail & Reg BI: Tools and Strategies to Meet the New Standards [32:32]


Last year, the SEC approved the Regulation Best Interest (Reg BI) Package, rolling out updates to market conduct standards. With the compliance start date of June 30th approaching, many Redtail users are looking for ways their existing technology tools might be able to help them meet these new standards.

Redtail CRM already has a number of existing solutions to help you keep track of the communication you have with your clients regarding these rules, and we’re rolling out more!

Tune in as we focus on the new tools available to you, as well as the existing tools and strategies you can adopt to tackle Reg BI successfully in your CRM!

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