Redtail Partner Spotlight - Hubly Integration Announcement

December 29, 2021

Talk to a Workflow Expert

We announce the client data integration with Redtail Technology, a provider of client relationship management (CRM) solutions for the financial advice industry. This capability not only eliminates the manual steps financial service providers previously took when keying in their client information into Hubly, but more importantly, turns their Redtail client data into actionable opportunities.

More Videos

Best Practices for Meeting Prep and Follow-ups for Client Check-ins
Three Steps to Fix Your Workflows
How to Use Curated Workflows to Systematize and Streamline Insurance Reviews