I was very happily using MarketingPro for a long time: it was easy, I could create customized emails including html editing, etc. Once FMG Suite bought and phased out MarketingPro, however, things went downhill and I'm very disappointed in the experience thus far. (One of the biggest features I lost when Marketing Pro went away was the ability to use status changes in Redtail to "trigger" emails to specific Redtail contacts (for example: if a contact's status was changed from "prospect" to "client" in Redtail, a welcome email would automatically be sent through MarketingPro). FMG Suite doesn't have these types of "trigger" systems.) Is anyone using a platform that allows for "triggered" emails (as described above) via a Redtail integration?

Hi All, I was wondering if you have any best practice ideas around a challenge we face. Our advisors typically generate a list of tasks after meetings which will then be sent via email to our Client Support Team to start the workflows in WealthBox. Our challenge is that sometimes tasks are generated from email conversations and the handover between the adviser and the client support person is not always clear, resulting in workflows not getting started. Any ideas how to handle this better? Would it be better for the advisors to start the workflows and then have the first step assigned to client support or rather a template note in WealthBox with the client notes? Is there a way to close the loop to make sure that advisers can confirm everything has been done or is this where WealthBox Reports work best? Looking for some ideas to tackle this challenge. Thank you in advance

I see several questions about switching CRMs over the last year. I am the decision maker trying to decide if make the investment in switching. These are my lingering questions: Has anyone completed a transition from Redtail to Wealthbox? What were your biggest challenges? What do you wish you would have known before making the decision to switch? Do you agree that your decision to switch was a good one? Is the switch just a matter of UI preferences or are there material differences that make the change worth it? Does Wealthbox do a better, same or worse job at managing client review dates/meeting reminders? Have the automations improved or are they still managed through an integration like Zapier? Does anyone use Wealthbox and SEI as your Custodian? Are there integrations between the CRM and Custodian that work well?