finanzen.net
10.07.2019 14:12
Bewerten
(0)

Real Wealth® Marketing Now Integrates with Redtail CRM

DRUCKEN

KEWASKUM, Wis., July 10, 2019 /PRNewswire/ -- Real Wealth® Marketing ("Real Wealth®"), a leading provider of educational marketing content, and Redtail Technology ("Redtail"), a leading provider of client relationship management (CRM) solutions, now offer a seamless, turnkey marketing experience for insurance and financial professionals.

"We're excited for this integration and are proud to be 100% turnkey for advisors." - Kayla Joosse, Content Quality Manager at Real Wealth®.

Real Wealth® offers compliant drip marketing content that motivates consumers to take action with their financial professional. Instead of using industry jargon which often confuses consumers into a standstill, Real Wealth® simplifies topics including basic estate planning, budgeting, long term care, and taxes, so that consumers can understand their needs and feel empowered to ask the right questions.

Redtail CRM allows advisors to capture important client data to make the most of every appointment. With this integration, advisors will be able to market to the right people at the right time using their data from Redtail, paired with the Real Wealth® proprietary marketing system, which was built by advisors, for advisors in 2016.

These tools together offer invaluable analytics, including hot lead scoring, which notifies advisors when and what their prospects are most likely to buy. 

"We're taking the guess work and manual management out of marketing. Advisors will have more time to take care of clients and to pursue new prospects." – Angela Silbernagel, Director of Marketing at Real Wealth®

The Real Wealth® and Redtail Integration Tour is scheduled Tuesday, August 6th at 2pm ET. Learn more at https://realwealthmarketing.com/redtail.

About Redtail Technology 

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit www.redtailtechnology.com.

REDTAIL CONTACT INFORMATION 
Abbie Sheridan  
FiComm Partners
abbie.sheridan@ficommpartners.com  
(917) 636-4803

About Real Wealth® Marketing

Real Wealth® Marketing produces educational marketing content featuring industry greats such as Tom Hegna and Van Mueller to encourage consumers to do business with their financial professional. Real Wealth® is built for busy advisors who want to maintain a strong personal relationships with their clients and prospects in a meaningful way. The system leverages technology to offer a turnkey, compliant drip email and social media marketing solution. For more information, visit https://realwealthmarketing.com.

REAL WEALTH® MARKETING CONTACT INFORMATION
Jade Paczelt
Real Wealth® Strategic Partnership Manager
217857@email4pr.com 
(262) 626-2590

Cision View original content to download multimedia:http://www.prnewswire.com/news-releases/real-wealth-marketing-now-integrates-with-redtail-crm-300882485.html

SOURCE Real Wealth

Anzeige
Anzeige
Börse Stuttgart Anlegerclub

Die richtige Strategie für die Börsenkrise

Stecken Sie nicht den Sand in den Kopf, sondern kaufen Sie die richtigen Aktien. Erfahren Sie im aktuellen Anlegermagazin mehr über attraktive Qualitätsaktien und zyklische Aktien
Kostenfrei registrieren und lesen!

Heute im Fokus

DAX fällt -- Dow kaum bewegt -- IWF: Dollar deutlich überbewertet -- MorphoSys-Aktie weiter im Aufwind -- Dialog Semiconductor erhöht Prognose -- Fresenius, FMC, Brenntag, Bank of America im Fokus

Ericsson-Aktie: Gewinnerwartungen trotz kräftigem Umsatzplus enttäuscht. EU-Kommission leitet Ermittlungen gegen Amazono ein. G7-Staaten haben 'schwere Bedenken' gegen Facebooks Libra. ASML bestätigt Prognose. BVB angeblich vor lukrativer Vertragsverlängerung mit Ausrüster PUMA.

Die 5 beliebtesten Top-Rankings

Promis
Diese Sternchen haben ihren eigenen Aktien-Index
Diese Aktien hat Warren Buffett im Depot
Die Änderungen unter den Top-Positionen
Die erfolgreichsten Kinofilme der letzten 25 Jahre
Welche Titel knackten die Milliardenmarke an den Kinokassen?
Das verdienen Aufsichtsratschefs in DAX-Konzernen
Deutlich unter Vorstandsgehältern
Apps & Social Media: Die wertvollsten Marken der Welt
Welche Marke macht das Rennen?
mehr Top Rankings

Umfrage

Wo sehen Sie den DAX Ende 2019?

Online Brokerage über finanzen.net

finanzen.net Brokerage
Handeln Sie für nur 5 Euro Orderprovision* pro Trade aus der Informationswelt von finanzen.net!

ETF-Sparplan

Oskar ist der einfache und intelligente ETF-Sparplan. Er übernimmt die ETF-Auswahl, ist steuersmart, transparent und kostengünstig.
Zur klassischen Ansicht wechseln
Kontakt - Impressum - Werben - Pressemehr anzeigen
Top News
Beliebte Suchen
DAX 30
Öl
Euro US-Dollar
Bitcoin
Goldpreis
Meistgesucht
Wirecard AG747206
Deutsche Bank AG514000
Daimler AG710000
Amazon906866
NEL ASAA0B733
Microsoft Corp.870747
TeslaA1CX3T
Infineon AG623100
BayerBAY001
Airbus SE (ex EADS)938914
Apple Inc.865985
CommerzbankCBK100
BASFBASF11
Deutsche Telekom AG555750
GAZPROM903276