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RIA Operators
Public • 804 • Free
7 contributions to RIA Operators
Sep 1 in
Email Syncing and backup
For those using Redtail as the CRM are you using the integrated email that will backup and store your email. (for compliance purposes). How do you like it? Does it slow your email down? How does it integrate with Redtail? Can you email from your email, and will it automatically add a note to Redtail? What other email solutions are you all using?
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New comment Sep 4
1 like • Sep 2
Hello Jennifer, I am using Redtail (RT) for all of the above and it’s been an excellent backup to Smarsh. No slowing down of my email, I’m looking at my RT Notes as I type and emails do not show as a note on mine. There is a link for email history which I use regularly. There is an email history for my calendar emails (GReminders) and phone calls (Intulse). Email through RT has been one of the better features. There are times their server is very slow, that has been less and less for me over the last six months.
Aug 8 in
RingCentral + Redtail
Has anyone used the RingCentral/Redtail integration? I'd like to know more about how it actually works from someone with 1st-hand experience. Thanks in advance! https://corporate.redtailtechnology.com/new-integration-with-ringcentral
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New comment Sep 6
1 like • Aug 10
Jason, I apologize for not answering your message directly. I chose Intulse, which integrates with Redtail and it has been a strong improvement to our process. The call record populates to the clients notes, regardless of their answering or not. The call length is noted as well, which helps us match up our call schedule with the planned meeting time. The stability of the calls is good as well.
Jul 8 in
Something BIG is happening in our industry!
If you feel overwhelmed…if you feel like your business is reactive…if you feel like you’re barely keeping your head above the waves…keep reading! My friend and industry peer, Libby Greiwe, is up to something really cool. Every August she hosts a group coaching and mastermind program that is amazing at getting advisors organized. Week by week, she breaks down some of the major processes in your business into bite-size pieces so you can actually get them built out and implemented. So, if this is your time to totally transform your business into a well-oiled machine, check out The Efficient Advisor’s Systems to Scale Group Coaching Program and finally get the back end of your business organized and buttoned up. Registration closes August 9th!
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New comment Jul 8
0 likes • Jul 8
Interested
Jun 13 in
Zosk AI Note Taking
Hello all, thanks in advance to anyone that can reply with details. I am considering Zosk AI note taking and wondering if there are advisors/firms here with experience using them. Feedback is appreciated.
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New comment Sep 13
1 like • Jun 20
It seems like Zocks is the only one with SOC 2 right now. Because you offered and I appreciate it Marcella. How did your team reconcile the lack of Zocks or the others not having the ability to record calls, other than on speaker phone? Another, specific to Zocks, how did they reconcile their statement they are not keeping data but we as the user have to go onto their site and delete, or it stays there for six years? Thanks again
1 like • Jun 25
Very cool. Thanks all, I’m going to take my time reviewing and testing all suggestions here. Much appreciated.
Apr 24 in
Archive Systems compliant with SEC
I'm looking for an archive service to cover web, email, social media and text. Has anyone compiled a list of services that cover our industry and their price points? I find it frustrating to schedule demos without having some idea of the price points.
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New comment Sep 20
0 likes • Jun 13
I use Smarsh and while the cost is not the lowest. I have found it to be easy to use and comprehensive in it's coverage.
1-7 of 7
Active 66d ago
Joined Feb 13, 2024
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