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Posts about crm

Redtail Integration: Analyzing Risk with StratiFi

The requirement for a comprehensive operation and Redtail customer relationship management tool is prominent in finance, where information, important data, and private details are shared and protected rigorously.

Wealthbox Integration: Risk Analysis with StratiFi

In 2014, Wealthbox, a CRM system for all financial advisors was introduced. Wealthbox is renowned...

StratiFi & Redtail Announce Integration Partnership

The integration will provide shared users access to StratiFi’s PRISM Rating™ technology via ...