AiThority
Artificial Intelligence | News | Insights | AiThority

AiThority AiThority - Artificial Intelligence | News | Insights | AiThority

  • NEWS
  • INTERVIEWS
  • INSIGHTS
    • GUEST AUTHORS
    • AIT STAFF WRITER
  • AI RADAR
    • AI in MARKETING
    • AI in SALES
    • AI in HR
    • IT and DevOps
    • AI in Finance
    • AiThority.com Primers
  • SERVICES
    • Editorial
    • Lead Generation
    • Events
  • Subscribe
  • CONTACT US
AiThority
[bsfp-cryptocurrency style=”widget-18″ align=”marquee” columns=”6″ coins=”selected” coins-count=”6″ coins-selected=”BTC,ETH,XRP,LTC,EOS,ADA,XLM,NEO,LTC,EOS,XEM,DASH,USDT,BNB,QTUM,XVG,ONT,ZEC,STEEM” currency=”USD” title=”Cryptocurrency Widget” show_title=”0″ icon=”” scheme=”light” bs-show-desktop=”1″ bs-show-tablet=”1″ bs-show-phone=”1″ custom-css-class=”” custom-id=”” css=”.vc_custom_1523079266073{margin-bottom: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”]

Pulse360 Launches Automatic Task Creation in Partnership With Leading Financial Advisor CRMs.

Financial ServicesNews
By AIT News Desk On Dec 21, 2020
Share

Work advisors do to bridge CRM and e-mail reduced by 50%

Pulse360 announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or Wealthbox CRM. Salesforce is coming soon.

“Financial Advisors tend to use a hodge-podge of old technologies that are clearly not made to handling their meeting notes – the lifeblood of their practice,” said Anand Sheth, Founder and CEO of Pulse360. “Our goal in bringing the Automatic Task Creation feature is to harness technology to work for the financial advisor and make their practices efficient and systemized.”

Recommended AI News: Loop Insights Partners With NTT DATA

Financial Advisors can now use their frequently used written advice and attach a task template to it. From that point, anytime the advisor emails the same advice to their clients, a task will automatically be created in either Redtail CRM or Wealthbox CRM – removing the need to manually type up tasks in CRMs. The deep integration between Pulse360 and Redtail CRM or Wealthbox CRM is bi-directional and if a task is marked as completed in the CRMs, it will be reflected in Pulse360 – not requiring the advisor to update two systems.

Recommended AI News: Elcomsoft Doubles Password Recovery Speeds with NVIDIA Ampere, Breaks Jetico BestCrypt Containers

“Automating communication with clients and now automating daily work has never been easier with the deep two-way integration between Pulse360 and Redtail CRM,” said Brian McLaughlin, CEO of Redtail Technologies. “Financial Advisors are huge beneficiaries of our work together.”

Pulse360’s patent-pending Automatic Task Creation technology deeply integrated with Redtail CRM and Wealthbox CRM, brings immediate practice efficiency gains for Financial Advisors. Anand adds, “The financial advisor can focus more on the value they create for clients versus having to fight old technology to handle their meeting notes!”

Recommended AI News: Daily AI Roundup: The 5 Coolest Things On Earth Today

Related Posts

The Mission Cloud Team Welcomes Dr. Ryan Ries as Chief Data Scientist

Dec 9, 2023

HiveMQ Platform Now Offers Seamless MQTT Data Lake Integration

Dec 9, 2023

Deandre Jordan and AJ Andrews Host PlayersTV’s New Original Series ‘Vino Talk’

Dec 9, 2023
Prev Next 1 of 38,709
partnershipPulse360Redtail TechnologiesSalesforceWealthbox CRM
Share
AIT News Desk

AIT News Desk is a trained group of web journalists and reporters who collect news from all over the technology landscape. The technical space includes advanced technologies related to AI, ML, ITops, Cloud Security, Privacy and Security, Cyberthreat intelligence, Space, Big data and Analytics, Blockchain and Crypto.
To connect, please write to AiT Analyst at news@martechseries.com.

Prev Post

Granite Launches Granite Guardian FlexEdge to Deliver Single-Source Network Management

Next Post

Infrared Cameras, Inc. Survey Reveals Less Than 30 Percent of Healthcare Workers Feel Safe Going to Work

You might also like More from author
Machine Learning

The Mission Cloud Team Welcomes Dr. Ryan Ries as Chief Data Scientist

Machine Learning

HiveMQ Platform Now Offers Seamless MQTT Data Lake Integration

Technology

Deandre Jordan and AJ Andrews Host PlayersTV’s New Original Series ‘Vino Talk’

Machine Learning

Greenberg Traurig Adds New IP Associate to Boston Office

Prev Next
4 Comments
  1. Kendrick Hedin says 12 months ago

    Hey, honestly your site is coming along :-), but I had a question – it’s a bit slow. Have you thought about using a different host like propel? It’d help your visitors stick around longer = more profit long term anyway. There’s a decent review on it by this guy who uses gtmetrix to test different hosting providers: https://www.youtube.com/watch?v=q6s0ciJI4W4 and the whole video has a bunch of gold in it, worth checking out.

  2. Hilma Patock says 10 months ago

    Okay, this might be a little bit random, but I saw your blog and had to ask, are you interested in a translation job? I know I’m a stranger but I felt like doing a good deed today by alerting a couple people that a good position has opened up here: https://bit.ly/TranslationJobsHiring and they pay sometimes even $40/hour. Okay, they won’t always give that amount, I only made around $300 last week, but it’s part time and when times are tight, every little bit helps. Hope it helps, and my apologies if you’re not interested. Have a great day/evening!

  3. waar clenbuterol kopen zonder voorschrift in Frankrijk says 2 months ago

    May I simply just say what a comfort to uncover somebody that genuinely
    understands what they’re discussing on the internet. You actually realize how to bring an issue to
    light and make it important. More people must check this out and understand this side of your
    story. I can’t believe you aren’t more popular because you certainly have the gift.

  4. Online-Kauf von oxybutynin in Zürich says 2 months ago

    Hi to every body, it’s my first go to see of this website; this webpage consists of amazing and really excellent material in support of readers.

Leave A Reply

Your email address will not be published.

Follow Us

AiThority.com covers AI technology news, editorial insights and digital marketing trends from around the globe. Updates on modern marketing tech adoption, AI interviews, tech articles and events.


Interested in our Customized Editorial Services?

Quick Links
  • NEWS
  • INTERVIEWS
  • INSIGHTS
  • EVENTS
  • CONTACT US
Visit Our Other Sites

MarTech Series
TechHR Series
Global Fintech Series
SalesTechStar
iTechnology Series
Follow Us



  • NEWS
  • INTERVIEWS
  • INSIGHTS
    • GUEST AUTHORS
    • AIT STAFF WRITER
  • AI RADAR
    • AI in MARKETING
    • AI in SALES
    • AI in HR
    • IT and DevOps
    • AI in Finance
    • AiThority.com Primers
  • SERVICES
    • Editorial
    • Lead Generation
    • Events
  • Subscribe
  • CONTACT US
Brought to you by iTechnology Series
For News and Announcements write to: news@martechseries.com
For Sales, write to: contact@martechseries.com

Copyright © 2023 AiThority. All Rights Reserved. Privacy Policy