The Redtail CRM and AdvisorStream integration helps financial advisors strengthen client engagement and automate their content marketing.
Once connected, AdvisorStream automatically syncs contact information from Redtail, ensuring your audience lists stay up to date.
Users can send relevant articles, newsletters, and videos through AdvisorStream with engagement data, such as opens and click-throughs recorded in the corresponding Redtail contact record.
This allows for more informed and meaningful follow-up conversations.
- Maintain a consistent and personalized investor experience
- Automatically follow-up with your leads with content clients love
- Deliver more relevant communications with less effort
- Track your marketing engagement directly in Redtail
- Save time and reduce your workload with integration between your CRM and marketing platforms
