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Redtail Technology Announces Strategic Partnership with Laser App Software at NAIBD 3rd Annual Technology Symposium
Redtail Technology, Inc., provider of innovative web based Client Relationship Management (CRM) solutions for Financial Advisors announced today that it has formed a strategic partnership with Laser App Software. Their combined efforts will incorporate Laser Apps forms automation technology with Redtails client management tools.
Gold River, CA March 8, 2004 -- Redtail Technology, Inc., provider of innovative web based Client Relationship Management (CRM) solutions for Financial Advisors announced today that it has formed a strategic partnership with Laser App Software. Their combined efforts will incorporate Laser Apps forms automation technology with Redtails client management tools.
Partnering with Laser App will allow us to clearly demonstrate the power of seamlessly integrated Internet tools for client relationship management, said Redtail Technology, Inc.s Chief Technology Officer Brian McLaughlin. This partnership provides users the ability to automatically load and maintain client data between Our Business Online and Laser App eliminating countless hours of data entry, added McLaughlin.
When dealing with reps, the most important thing to remember is to keep the software simple. The interface between Laser App and Redtail maintains this idea of simplicity, and allows the rep to use one database, so issues with importing and exporting are avoided, said Robert Powell, Marketing Director for Laser App Software.
Redtail Technology, Inc. delivers a web-based Client Relationship Management (CRM) called Our Business Online that allows Financial Advisors to create and maintain client relationships and focus on growing their business instead of managing software technology. Our Business Online is delivered by Redtail Technology, Inc., as a subscription service so its deployment is rapid and features are flexible to meet specific needs.
Laser App Software is the provider of forms solutions for some of the largest broker-dealers, mutual fund companies, insurance companies, financial planners and agents in the country. All of their product lines are designed to cut down tedious paperwork by filling out forms from a current library of online applications. Data can flow into the form seamlessly from Redtail Technology, as well as a wide variety of databases, increasing the accuracy of the data on the form and decreasing the time it takes to fill out paperwork. Our product lines include Laser App (designed for the broker-dealer and rep), Laser App Lite (designed for the product company), Laser App BD Lite (designed for the broker-dealer), and our fillable PDF service, which is available at all levels.
Company: Redtail Technology, Inc
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