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Redtail Technology Expands Training Department, Relaunching Redtail University in Person in 2022 apnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from apnews.com Daily Mail and Mail on Sunday newspapers.
1Wire Delivers VoIP Phone Integration for Redtail CRM Share Article The integration allows Redtail CRM users to enable click to call, screen pop and call logging capabilities from the 1Wire business Voip system. SALT LAKE CITY (PRWEB) June 09, 2021 1Wire, a provider of Hosted VoIP services, has completed their integration with Redtail Technology’s CRM platform. This new integration supports a number of key functions for connecting the 1Wire Business VoIP service to the Redtail CRM. The integration was designed and built to run on Google Chrome’s interface to deliver 1) Click to Call 2) Screen Pop and 3) Call logging. These three features allow the end user a much richer experience while delivering efficiency and time saving components. ....
Press release content from PR Newswire. The AP news staff was not involved in its creation. MaxMyInterest Integrates with Redtail Technology January 26, 2021 GMT NEW YORK, Jan. 26, 2021 /PRNewswire/ MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial advice industry. The Max For Advisors integration will enable advisors to deliver above-market interest rates to their clients, free from any conflicts of interest. ADVERTISEMENT As a result of the integration, advisors and client service teams who use Redtail’s CRM now have a one-click way to kick off the onboarding process to help their clients earn preferred rates of up to 0.75% APY on same-day liquid, FDIC-insured deposits. ....