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Current CRM Solutions

Redtail Technology

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Redtail is an integrated technology company, the answer to making a financial professional’s office become more efficient and streamlined. There is no longer the need to worry about not seeing notes for clients, seeing when the last interaction with the client was or knowing when the staff has time free for a meeting. With Redtail, everything is in one spot to keep your business running like a well-oiled machine.



Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.


Successful financial professionals depend on creating and maintaining long-lasting relationships with clients. And that is what Redtail CRM helps financial professionals do. We do it with online CRM tools for client management, sales automation, client support and marketing automation.



Because Redtail CRM is delivered as a subscription service, financial professionals are able to focus on growing their business instead of managing software technology.



Microsoft Dynamics CRM

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In today's challenging economic environment, many financial services companies are striving to differentiate themselves from the competition. However, price, products, and distribution models can often be imitated by competitors.


Many companies are finding that the best way to attract and retain customers is to deliver an outstanding customer experience. Whether you specialize in offering products for banking, wealth management, or insurance, Microsoft Dynamics CRM helps you enable your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency


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