crm the core a little background... #1 ranking financial planning 2011 survey 8,200 offices 42,000...
TRANSCRIPT
![Page 1: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/1.jpg)
![Page 2: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/2.jpg)
![Page 3: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/3.jpg)
CRM the Core
![Page 4: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/4.jpg)
A little background . . .
• #1 Ranking Financial Planning 2011 Survey • 8,200 offices • 42,000 individual users
![Page 5: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/5.jpg)
Redtail’s Growth
• Cloud-Based since inception• Meaningful Integrations • Price• New Design-Development Cycle• Mobile Access• Support, Imports & Training INCLUDED
![Page 6: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/6.jpg)
Internet Browser Support
Use any browser you choose!
SOURCE: W3SCHOOLS.COM
![Page 7: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/7.jpg)
Redtail MobileRedtail 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
![Page 8: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/8.jpg)
![Page 9: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/9.jpg)
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
![Page 10: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/10.jpg)
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
![Page 11: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/11.jpg)
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,
![Page 12: CRM the Core A little background... #1 Ranking Financial Planning 2011 Survey 8,200 offices 42,000 individual users](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d8e5503460f94a774b1/html5/thumbnails/12.jpg)
Build to Us or We Build to You
• Marketing Agreement• Single Sign-On• API Integrations• Email Journal Archive• Document Storage –Linked via STP