Engaging clients from home with Intulse
Redtail Technology’s 2020 AdvisorComms Survey found that 64.9% of respondents find phone calling the most engaging form of communication following the stay at home orders. While there is much push for texting, email and video communication, the phone call still remains one the most powerful tools an advisor has for communicating with his or her clients. Come learn how you can integrate your phone system with your CRM to create effective, compliant communication to your clients or prospects from wherever you are working.
Video not Loading? Unable to view YouTube? CLICK HERE