Twenty Over Ten Partners with Redtail Technology to Enhance Digital Marketing Experience for Financial Advisors
CRM Integration Supports Practice Productivity.
- (1888PressRelease) August 08, 2017 - Twenty Over Ten, an industry-leading website-builder for financial advisors, today announced a new partnership with Redtail Technology, a leading provider of client relationship management (CRM) solutions for financial services firms. The collaboration provides advisors and broker-dealers with automatic CRM integration with their website.
The one-click integration combines Redtail’s CRM and Twenty Over Ten’s proprietary website builder to create a rich, seamless experience for prospects. Once users are logged into the Twenty Over Ten platform, they will be able to simply connect their Redtail account via the integrations panel. Once connected, any client or prospect information that is inputted via a website form will also be automatically added to the advisors’ Redtail CRM.
“As one of the most popular CRMs among financial advisors, a Redtail integration was one of our top requests,” said Ryan Russell, Co-founder of Twenty Over Ten. “The addition of Redtail into the Twenty Over Ten integration toolbox is testament to our passion for continuing to provide the financial advisors with the tools necessary to efficiently run and market their businesses.”
With this new one-click CRM integration, Twenty Over Ten users can expect an even more powerful web platform combining sales and marketing efforts. Twenty Over Ten’s intuitive CMS (content management system) gives advisors the power to autonomously manage their websites, quickly edit content and upload media, set custom styles, create diversified blogs and unlimited landing pages, archive automatically and submit to compliance. The integration is provided to current Twenty Over Ten customers at no additional cost.
“Redtail is committed to helping advisors streamline their processes and grow their businesses,” said Redtail Technology CEO Brian McLaughlin. “Our integration with Twenty Over Ten provides advisors with direct access to their Redtail CRM via their new website, enabling them to spend more time on their clients.”
ABOUT TWENTY OVER TEN:
Twenty Over Ten is an unparalleled, compliant website-builder for financial advisors whose mission is to help professionals in regulated industries create websites that meet the highest standards of design, accessibility, and user experience. Twenty Over Ten further offers a Broker-Dealer platform, Providence, that allows institutions to review, monitor and approve/request changes to all their professionals' websites from a single dashboard. Providence offers live chat, compare/contrast changes, and more robust tools for compliance oversight of all digital marketing. For more information, please visit www.twentyoverten.com.
ABOUT REDTAIL
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects—it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while improving operational efficiency. Visit www.redtailtechnology.com for more information.
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