
In 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.
Resources

VIDEO
Redtail CRM Overview
Redtail CRM is cost-effective, easy-to-use and tailored for today’s financial professional.

WEBSITE
Redtail Mobile App
Redtail’s mobile app keeps you connected to your CRM data, even when you don’t have access to a computer.

VIDEO
Your CRM as a Component of Crisis Management
Explore some of the ways you might use Redtail CRM as a component of your crisis management.