Indigo Marketing Agency
MARCH 12, 2020
Then it breaks down the top financial advisor technology tools I recommend for CRM, risk analysis, client management, email marketing, and social media.
FMG
OCTOBER 6, 2022
From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors.
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