Partnership Update: Twenty Over Ten Boosts Customer Relations and Digital Marketing Processes for Financial Advisors

Leading SaaS company Twenty Over Ten announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead Pilot customers will be able to seamlessly connect with their Redtail account to easily sync and access their contacts.

At the time of this announcement, Brian McLaughlin, CEO at Redtail Technology said, “Redtail is committed to using technology to continuously improve financial advisors’ relationships with clients.”

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Brian added, “Our integration with Lead Pilot demonstrates the powerful impact of technology for today’s financial professionals. With direct access to Redtail through their Lead Pilot platform, advisors can reach their clients easier and faster.”

Unveiled at the T3 Advisor Conference in February, Lead Pilot is the first inbound m***************** for financial advisors designed to drive qualified prospects through hyper-personalized content marketing. With Lead Pilot, advisors are able to launch robust, multi-touchpoint content campaigns from a streamlined, easy-to-use dashboard.

Redtail is a leading provider of client relationship management (CRM) solutions for financial services firms.

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“Today’s fast-paced environment demands seamless collaboration and best-of-breed integrations so that businesses can get their most critical work done efficiently,” said Ryan Russell, co-founder of Twenty Over. “Now our users can ensure no contact slips through the cracks and reduce the time and effort traditionally spent marketing to their current clients and prospects.”

With this new integration, thousands of organizations in the regulated industries will be able to simplify the process of client communications in a single location. With this simple one-click integration, advisors can manage their contacts and disseminate emails, schedule social media posts, design landing pages and create engaging content.

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.