Last Updated on October 19, 2020 by admin
RALEIGH, N.C., Oct. 19, 2020 /PRNewswire/ — Levitate, the keep-in-touch advertising platform began by former ShareFile founder Jesse Lipson, as we speak introduced an integration partnership with Redtail Know-how, the main supplier of shopper relationship administration (CRM) options for monetary advisors.
Levitate provides an answer for monetary advisors cautious of mass-blast e mail advertising and different inefficient, impersonal outreach instruments. The platform helps advisors nurture shopper and prospect relationships via keep-in-touch advertising. With the launch of their integration, Levitate and Redtail provide an entire CRM and customized advertising software constructed with the finance in thoughts.
“Relationships have at all times shaped the muse of any monetary advisor’s success. Now, they’re extra vital than ever,” says Jesse Lipson, CEO of Levitate. “This partnership between Redtail and Levitate permits advisors to keep up a correspondence in a private and genuine method with a whole bunch of consumers and prospects utilizing our software program.”
With this straightforward, one-click integration, Levitate now maps customers to contacts in Redtail to robotically pull involved info, birthdays, anniversaries, familial relationships, and different vital tags and notes. Notes and emails despatched in Levitate are seen in Redtail, and adjustments to Redtail contact profiles are actively synced again to Levitate. Utilized in conjunction, the platforms marry industry-leading CRM performance with a pioneering e mail advertising software tailored for monetary advisors.
“Redtail has at all times been an advocate of utilizing expertise to constantly enhance monetary advisors’ shopper relationships,” says Brian McLaughlin, CEO at Redtail Know-how. “Our integration with Levitate provides advisors a fantastic alternative for streamlining their customized e mail advertising course of. With the power to sync purchasers from Redtail to Levitate’s platform, after which ship notes again to Redtail documenting shopper interactions, advisors can attain their purchasers simpler and sooner.”
In contrast to emails despatched via mass-blast suppliers, Levitate emails seem in recipient inboxes as a private e mail—creating an genuine, private strategy to shopper communication. Each person has a devoted Advertising Coach who helps handle a custom-made “keep-in-touch calendar,” along with writing and recommending well timed communication in response to present occasions akin to COVID-19, wildfires, and civil unrest.
The Levitate and Redtail integration will likely be out there to clients of each companies on October 19, 2020.
Levitate is a advertising software program platform designed to assist small companies develop via the misplaced artwork of preserving in contact. Levitate founder Jesse Lipson beforehand constructed ShareFile (acquired by Citrix in 2011), a safe file sharing system that serves 1000’s of consumers world wide. Lipson left Citrix, teamed up with some early crew members from ShareFile, and based Levitate on a mission to convey a keep-in-touch advertising platform to tens of millions of small companies. Since their 2017 begin, Levitate’s Raleigh, North Carolina-based crew has introduced a pioneering strategy to scaling private e mail and driving income to small enterprise purchasers throughout the monetary, actual property, insurance coverage, and authorized markets. For extra info, go to www.levitate.ai
About Redtail Know-how
Based in 2003, Redtail Know-how is a number one supplier of web-based Consumer Relationship Administration (CRM), compliant textual content messaging options (Redtail Communicate), paperless workplace, and e mail archiving options within the monetary companies . The corporate is devoted to serving to advisors effectively develop their corporations by offering them with the core applied sciences that drive their day-to-day operations, providing low price and straightforward to implement functions and integrating with most of the ‘s most generally used functions. As a pioneer within the monetary expertise , Redtail is dedicated to offering advisors distinctive customer support and strives to contribute in significant methods to its native communities in California, Arizona, and Georgia. For extra info, go to www.redtailtechnology.com.