|
FMeX Redtail Integration
 |
| Start Your Free FMeX Trial! |
|
|
|
Financial Media Exchange (FMeX) has partnered with Redtail Technology to leverage your favorite CRM with the world’s largest content library, built exclusively for the financial services industry. Our mission is simple; We help financial professionals provide personalized marketing content to their clients in order to enhance those relationships and increase sales.
Start Your Free Trial Today! >
|
|
|
|
FMeX and Redtail's partnership brings you a first class sales enablement platform supercharged with a "best in breed" CRM.
|
|
|
With a wide array of client and account reports at your fingertips, you'll quickly get at the information you need.
|
|
|
Communications to clients via FMeX will be noted in Redtail for that client, giving you or a team member the right information for a follow up.
|
|
Redtail calendar activities are automatically synced into your FMeX calendar, streamlining access to Redtail activities like client meetings, anniversaries and reviews.
|
|
|
Sort for easy retrieval, bulk edits and/or niche-bsed marketing campaigns. Tags Groups automatically update within FMeX.
|
|
|
Use your Redtail account to sign into FMeX, it's that simple. You can link your existing FMeX account or, if you don't have an account, start a free trial.
|
|
|
|
Join us for our Free Webinar series, FMeX Sales Enablement
Product Overview, where FMeX leaders demonstrate how to use FMeX with Redtail.
If you have any questions about the Redtail CRM integration, please email redtail@fmexc.com, and one of our FMeX team members will be happy to assist you.
|
Redtail CRM integration enhances FMeX’s sales enablement platform by enabling you to keep your clients, communications, tags and notes in sync. Redtail integration allows tracking of your clients’ data; providing more inroads for more client “touches” with relevant financial content.
Start Your Trial Free Today! >
|
|
|
|
