Finally, Representatives have a seamless solution for their Client Communications: we provide professionally written content that is compliance reviewed and then Redtail effortlessly delivers it to the Representative clients. This is a huge win for financial advisors who are moving towards a paper-less office.
Gold River, CA (PRWEB) October 2, 2008
Redtail Technology, Inc., a leading provider of web based Client Relationship Management (CRM), Imaging and Email Archiving solutions for the financial services industry, announced today the completion of their integration with Peter Montoya's MarketingLibrary.net. Users of Redtail can now seamlessly access MarketingLibrary.net's wide range of documents within the Redtail CRM platform.
Brian McLaughlin, CEO/CTO of Redtail said, "MarketingLibrary.net has a huge variety of approved content and a very inexpensive price. Integrating Redtail CRM with MarketingLibrary.net brings a whole new set of marketing tools to Redtail users."
Peter Montoya, CEO of MaketingLibrary.net, said "Finally, Representatives have a seamless solution for their Client Communications: we provide professionally written content that is compliance reviewed and then Redtail effortlessly delivers it to the Representative clients. This is a huge win for financial advisors who are moving towards a paper-less office."
About Redtail Technology
Founded in March of 2003, Redtail's clients include independent financial professionals and over 45 independent Broker Dealers. Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies, including Laser App Software, MoneyGuidePro and MarketingLibrary.net.
For additional information on Redtail Technology, visit their website at (http://www.redtailtechnology.com) or call 1-800-206-5030.
Created exclusively for Financial Professionals by Peter Montoya (the leader in Financial Services marketing), MarketingLibrary.net is a subscription-based service comprised of two time-saving solutions. First, it is an online library of over 1,000 marketing messages available 24 hours per day … everything from prewritten financial articles and weekly economic updates to client communication letters, drip campaigns, birthday greetings and more. Written by seasoned financial copywriters, the messages available give subscribers the ability to download and send powerful, well-written marketing messages quickly and easily.
But more than merely a message library, MarketingLibrary.net is also cutting-edge technology which was designed to integrate seamlessly with compliance offices. The review and approval technology allows Broker/Dealer compliance offices to pre-review materials within the library, so the messages their Reps want to download may be pre-approved … thereby allowing Reps to print and send (or email) instantly, instead of waiting up to several weeks through antiquated review and approval processes.
For additional information on MarketingLibrary.net, visit their website at (http://www.marketinglibrary.net).