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CRM the Core

CRM the Core. A little background. #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users. Redtail’s Growth. Cloud-Based since inception Meaningful Integrations Price New Design-Development Cycle Mobile Access Support, Imports & Training INCLUDED.

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CRM the Core

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  1. CRM the Core

  2. A little background . . . • #1 Ranking Financial Planning 2011 Survey • 8,200 offices • 42,000 individual users

  3. Redtail’s Growth • Cloud-Based since inception • Meaningful Integrations • Price • New Design-Development Cycle • Mobile Access • Support, Imports & Training INCLUDED

  4. Internet Browser Support Use any browser you choose! Source: w3schools.com

  5. Redtail Mobile Redtail Mobile provides Financial Professionals with a secure and easy way to view and update client information on the go. View, add and edit client information View and add client notes Retriever SYNC to Outlook View calendar and add activities Data pulled to device in real time and encrypted for confidentiality

  6. Broker Dealer A • 200 Advisors -100% Adoption • Email Journal • 50% Advisors 1st time CRM Users • Integrations: Moneyguide, LaserApp, Investigo, Sharepoint • Tech Fee- Installed-Gold & Platinum Option • Building Custom Workflows/Checklists –IE New Account Opening

  7. Broker Dealer B • 1100 Advisors-55% Adoption from 4% in 3 Months • Redtail CRM, Imaging, Email & Mobile • Train the Trainer Program-Onboard 30 Top offices 1st • SunGuard Client Profile Mapping • Marketing Library, Mobile Assist, Pershing360, LaserApp, MoneyGuidePro, Smarsh

  8. Broker Dealer C • 450 Advisors-100% Adoption- Imaging, Email, 80% CRM • Email Host –Unique Route-Smarsh Encrypt • Imaging-STP, DST Statements, Account Level Folders, Albridge, TD Ameritrade, NFS, Pershing • Client/Account Setup Full STP • API Update CRM, Address, DOB,

  9. Build to Us or We Build to You • Marketing Agreement • Single Sign-On • API Integrations • Email Journal Archive • Document Storage –Linked via STP

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