A new partnership
announced by Asset-Map and Redtail Technologies aims at combining the firms’ customer
relationship management (CRM) capabilities.
Moving forward, subscribers
of both the Asset-Map platform and Redtail CRM will be able to send information
directly from Redtail to Asset-Map to quickly create reports for clients and
prospects. Advisers can then use the reports, which display all the relevant
facts that are part of a household’s financial decisions, as a focus for the
client profiling and engagement process, the firms explain.
“For most advisers, certainly for our users, CRM is the
technology hub of their practice,” suggests Redtail CEO Brian McLaughlin. “The
ability to draw clients’ details directly into a visual financial story results
in a more immediate personal connection, especially with Millennial and Gen X
clients. It creates an opportunity for advisers to deepen client relationships,
leading to better client service and greater value for both client and adviser.”
More information is available at www.asset-map.com and www.redtailtechnology.com.