Do you ever stuck with a prospecting process that drags on and loses momentum?
It doesn’t have to be that way.
We’ve created a new Orion integration to simplify your prospecting and onboarding process and get you to revenue faster.
Click here for information on how to set up the integration and don’t miss out on 25% off your first 12 months of SmartData for Redtail users. Reach out to our team to get your discount.
The New Orion Integration with SmartData
Speed up your sales cycle while learning practical, compliant ways to streamline the early stages of your client relationship. In this webinar replay, you’ll learn:
- How to securely invite prospects to connect their accounts or upload their statements with SmartData’s SmartSafe™ feature.
- How to automatically send prospects to Redtail and never manually enter a prospect again with SmartData’s “Send to CRM.”
- Common challenges advisors face when collecting account data and statements from prospects
- Best practices for organizing and verifying incoming information
- Tips for maintaining compliance and protecting sensitive data
- How technology can support a smoother, more efficient onboarding process
This webinar is ideal for advisors and operations teams looking to improve their processes and create a better first impression for new clients.
Click here to watch the Orion integration webinar replay.
Follow these steps to set up your Redtail integration with SmartData. Reach out to our team for a 25% discount off your first year of SmartData, exclusive only to Redtail advisors.
