Redtail is a cloud-based customer relationship management (CRM) platform tailored for financial advisors. It helps manage client relationships, streamline workflows, and organize tasks. Key features include contact management, activity tracking, calendar integration, and secure document storage. Redtail also offers tools for compliance, marketing, and team collaboration, making it easier to manage client communications and regulatory requirements. Its integration with various financial planning tools enhances productivity, allowing advisors to focus on building client relationships and growing their practice. Known for its user-friendly interface, Redtail is widely adopted in the financial services industry.
This creates a contact record in Redtail using the information from the chat session. A side panel will open, allowing you to edit the contact's details. To complete the process and create the contact record, click the green checkmark in the chat window.
This extracts all details in a contact record from Redtail into the chat session, allowing you to query the information using prompts in the chat window.
This extracts all contacts from Redtail into the chat session, allowing you to query the information using prompts in the chat window.