Asset-Map and Redtail Integrate Key CRM Services

The firms suggest their service integrations will enhance adviser-client conversations. 

A new partnership announced by Asset-Map and Redtail Technologies aims at combining the firms’ customer relationship management (CRM) capabilities.

Moving forward, subscribers of both the Asset-Map platform and Redtail CRM will be able to send information directly from Redtail to Asset-Map to quickly create reports for clients and prospects. Advisers can then use the reports, which display all the relevant facts that are part of a household’s financial decisions, as a focus for the client profiling and engagement process, the firms explain.

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“For most advisers, certainly for our users, CRM is the technology hub of their practice,” suggests Redtail CEO Brian McLaughlin. “The ability to draw clients’ details directly into a visual financial story results in a more immediate personal connection, especially with Millennial and Gen X clients. It creates an opportunity for advisers to deepen client relationships, leading to better client service and greater value for both client and adviser.”

More information is available at www.asset-map.com and www.redtailtechnology.com

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