For those of you who don’t know, Redtail Technology is celebrating it’s 10th year in business. Those years wouldn’t be possible if it weren’t for a fiercely loyal fanbase and for folks like you. So, thank you for getting us to ten years, we plan to be around for much longer.
This is a small sample of our clients. We work with over 75 Broker-Dealers, Custodians and RIAs all over the country.
Lead Generation with Redtail CRM and Advisor Websites
Advisor Websites Integration
Enabling your website to send leads to your RedTail CRM
Only 5% of all websites
reviewed had a clear calls
Lead Gen what?
“Lead generation is the generation of prospective
consumer interest or inquiry into products or
services of a business through the internet. Leads
can be generated for purposes such as list
building, e-newsletter list acquisition or for sales
- Wikipedia -
Use calls to action to convert
visitors into leads
Consumers choose their own
entrance to websites… CTAs must
be available on EVERY webpages
GUIDE PEOPLE THROUGH
YOUR MARKETING FUNNEL