Redtail Technology and Fmg Suite are dedicated to helping advisors work smarter. The Redtail CRM can be easily integrated with FMG Suite’s flexible, easy-to-use marketing and content platform. The two make customer and prospect communication easy and effective. Advisors can build lists and send automated emails and social posts using FINRA-reviewed content. The combination of solutions also makes it easy to host events and send greeting cards.
Watch the recording today to learn how you can increase customer retention and acquire new customers by combining these powerful advisor solutions. During the webinar you’ll see:
- Easy, push button contact import
- Automated nightly syncing
- How easy it is to create simple, targeted professional marketing communications
After the webinar, you’ll be prepared to drive more efficient and effective marketing campaigns to your customers and prospects to help grow your business.
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