CRM the Core

A little background . . .

• #1 Ranking Financial Planning 2011 Survey • 8,200 offices • 42,000 individual users

Redtail’s Growth

• Cloud-Based since inception• Meaningful Integrations • Price• New Design-Development Cycle• Mobile Access• Support, Imports & Training INCLUDED

Internet Browser Support

Use any browser you choose!

SOURCE: W3SCHOOLS.COM

Redtail MobileRedtail Mobile provides Financial Professionals with a secure and easy way to view and update client information on the go.

• View, add and edit client information

• View and add client notes• Retriever SYNC to Outlook• View calendar and add activities• Data pulled to device in real time

and encrypted for confidentiality

Broker Dealer A

• 200 Advisors -100% Adoption• Email Journal• 50% Advisors 1st time CRM Users• Integrations: Moneyguide, LaserApp, Investigo,

Sharepoint • Tech Fee- Installed-Gold & Platinum Option• Building Custom Workflows/Checklists –IE

New Account Opening

Broker Dealer B

• 1100 Advisors-55% Adoption from 4% in 3 Months

• Redtail CRM, Imaging, Email & Mobile• Train the Trainer Program-Onboard 30 Top

offices 1st• SunGuard Client Profile Mapping• Marketing Library, Mobile Assist, Pershing360,

LaserApp, MoneyGuidePro, Smarsh

Broker Dealer C

• 450 Advisors-100% Adoption- Imaging, Email, 80% CRM

• Email Host –Unique Route-Smarsh Encrypt• Imaging-STP, DST Statements, Account Level

Folders, Albridge, TD Ameritrade, NFS, Pershing

• Client/Account Setup Full STP• API Update CRM, Address, DOB,

Build to Us or We Build to You

• Marketing Agreement• Single Sign-On• API Integrations• Email Journal Archive• Document Storage –Linked via STP