Redtail CRM, one of the most popular CRM systems financial advisors, was released recently on advisor websites that use the AdvisorVault Client Portal.
Integration of Redtail into advisor client portals increases an advisor’s efficiency enormously. It opens a new channel of communication from your CRM to your clients where none existed before.
Integrating data from Redtail into a financial advisor’s client portal automates time-consuming workflows necessary to deliver fantastic client service across an advisor’s entire client base.
The Redtail CRM interface enables advisors to assign tasks to clients. To assign a client a task, you simply check a box in Redtail that says, “Send to Advisor Products client portal.” That triggers an email notifying a client to check his client portal.
The client clicks on a link in the email notification and logs into his personal portal, where he sees the task you assigned. Each task can become a discussion thread.