Consumers of all demographics want a personalized experience – and the financial services industry is no exception. To keep up with the demand, many advisors have turned to technology. 

But in today’s digital-first world, it’s not enough to have tech – you need the best of the best to stand out from the crowd and keep your clients happy. 

That’s why Skience has expanded our integrations and partnered with Redtail’s popular CRM: to help firms level up their client onboarding experience.

CRMs Make Every Advisor’s Job Easier

A customer relationship management system, or CRM, is a tool firms can use to tailor their client communication, generate deeper business insights, keep track of tasks and streamline administrative duties. 

The right CRM should also integrate with the rest of your tech stack to minimize the hassle of manually inputting data, making business easier all around.

To ensure a positive experience for your clients and attract new prospects, an efficient and easy-to-use CRM is a must. 

Why Redtail?

Redtail is one of the most popular CRM systems for financial advisors. Created in 2003 by Brian McLaughlin and Andy Hernandez, Redtail captured nearly 57% of the market share in 2019, and that number jumped to an impressive 62% in 2020.

Why is it so popular? Beyond being the first cloud-based CRM on the scene, Redtail stands out with fully automated workflows, a simple and intuitive user interface, and integration options to fit every need. They also provide electronic document storage, email archiving, and a full-service customer support team. 

The cherry on top of this CRM sundae is Redtail Speaks, a compliance-friendly way for advisors to text clients straight from their smartphones. 

We chatted with Brian McLaughlin in our CRM Unlocked podcast to learn more about Redtail’s history and how they’re focusing on CRM, as well as their approach to ensuring adoption and seamless integration. 

Redtail + Skience For the Win

Our integration with Redtail is part of the major updates we’re announcing this year as we celebrate our 20th anniversary. 

Once the integration kicks off, users will be able to pass contact and family information from Redtail to Skience with the click of a button (or two). 

The goal is to create a more efficient and user-friendly digital onboarding experience for both new clients and their advisors.

“Offering Redtail subscribers new ways to streamline common processes critical to the ongoing success of their practice is always top of mind for us,” said Brian McLaughlin, Redtail’s founder and CEO. “We’re excited about the efficiencies this new integration with Skience will make available to our mutual subscribers, simplifying and further modernizing the onboarding experience for advisors and their clients alike.”

Learn More

Want to know more about Skience’s latest innovations and partnerships? You can click here to schedule a demo and see Skience in action. 

You can also learn more about our latest partner, Redtail CRM, by signing up for a free trial today.