FMG Suite, a digital marketing company serving financial advisors and insurance agents, confirmed to MMW last week that it is integrating its platform with Redtail Technology.
If you’re not familiar, Redtail Technology is a client relationship management software for financial services firms.
“With Redtail integration, our clients will be able to seamlessly sync their contacts in Redtail with their FMG Suite dashboard, making it simple to start a professional marketing campaign for those contacts,” says FMG Suite’s Vice President of Marketing, Heidi Saucier. “Our reach continues to grow, and we’re excited about expanding our partnership with Redtail.”
By connecting with Redtail’s latest version, Tailwag, FMG Suite users can automatically drop prospects who fill out their website forms into their Redtail Tailwag to keep their leads in one organized place. They can also sync their contacts and manage their email and social campaigns with a few clicks of a button, ensuring they stay connected with their prospects and clients.
“Because we both work with a specific clientele in need of marketing automation, we think our partnership with FMG Suite will be just the beginning,” says Mario Canas, Enterprise Relationship Manager at Redtail.
To learn more, check out Redtail Technology here.