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.”