Redtail CRM adds Zapier for financial technology integration

Redtail Technology, the provider of web-based Client Relationship Management (CRM), paperless office, and email archiving solutions in the financial services industry, has partnered with Zapier, the leading edge of technology with regard to integrations. The Redtail and Zapier claim that the integration will be offering the single most advanced level of platform-to-platform dialogue available.

Half a decade ago, the most advanced integration was a single sign-on or a manual sending of data from one tool to another. In recent times, advisors can seamlessly send valuable information between numerous tools and also integrate tools directly within the CRM, regardless of whether they are professionally integrated with one another, or with Redtail.

Brian McLaughlin, CEO, Redtail, says, “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. 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.”

How does the integration work?

The Zapier integration 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. Here is where Zapier comes in; it bridges the automated actions to take data from Redtail and align it with a range of apps that cover categories ranging from billing and invoicing all the way to social networking and electronic signature tools.

Zapier redefines integrations by allowing unprecedented level of dialogue between financial technologies within advisory businesses and the new feature removes financial advisors’ dependency on direct integrations between providers.According to the company, financial 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. 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,” says Rick Williamson, Lead Subject Matter Expert, Redtail.

Abhinav Mohapatra

An author who has a keen interest for the ‘off-beat’ <!--more-->An author who has a keen interest for the ‘off-beat’, he has covered and explored multiple facets of the marketing, advertising

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