Cookie Preference Centre

Your Privacy
Strictly Necessary Cookies
Performance Cookies
Functional Cookies
Targeting Cookies

Your Privacy

When you visit any web site, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences, your device or used to make the site work as you expect it to. The information does not usually identify you directly, but it can give you a more personalized web experience. You can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, you should know that blocking some types of cookies may impact your experience on the site and the services we are able to offer.

Strictly Necessary Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site may not work then.

Cookies used

ContactCenterWorld.com

Performance Cookies

These cookies allow us to count visits and traffic sources, so we can measure and improve the performance of our site. They help us know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies, we will not know when you have visited our site.

Cookies used

Google Analytics

Functional Cookies

These cookies allow the provision of enhance functionality and personalization, such as videos and live chats. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, then some or all of these functionalities may not function properly.

Cookies used

Twitter

Facebook

LinkedIn

Targeting Cookies

These cookies are set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant ads on other sites. They work by uniquely identifying your browser and device. If you do not allow these cookies, you will not experience our targeted advertising across different websites.

Cookies used

LinkedIn

This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyse your use of our products and services, assist with our promotional and marketing efforts, and provide content from third parties

OK
BECOME
A MEMBER
TODAY TO:
CLICK HERE
[HIDE]

Here are some suggested Connections for you! - Log in to start networking.

News : Orion Completes Acquisition of Redtail Technology

#contactcenterworld, @redtailcrm

Omaha, NE, USA, June 6, 2022 -- Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced the completion of its acquisition of Redtail Technology, a web-based client relationship management (CRM) software firm serving the wealth management industry. The union of Orion and Redtail, announced in April, is poised to transform the way advisors grow their businesses through technology and outsourced solutions. Transaction details will not be disclosed.

"Today, we start bringing Orion and Redtail together to benefit growth-focused independent advisors by connecting the advisor-client journey with a highly integrated, most-in-one technology suite," said Eric Clarke, founder and CEO of Orion. "We are working to quickly embed Redtail’s highly regarded CRM with Orion’s robust tech stack ecosystem to make it even more valuable for advisors. Orion and Redtail will remain open architecture offerings; we believe advisors deserve options and should be able to pick and choose the partners and technology that work best for their needs."

The combination of Redtail’s CRM technology to Orion’s open architecture platform can serve as the foundation for advisors’ tech stacks, connecting the advisor-client journey via an end-to-end, seamlessly integrated platform built around a CRM hub. The combined technology platform experience is expected to come to market quickly as APIs and deep integrations are already in place. As open architecture platforms, Orion and Redtail will continue to support and prioritize their existing technology integrations for clients.

"Redtail joining Orion will greatly benefit financial advisors who seek an integrated suite of technology to grow their businesses," said Brian McLaughlin, Orion's President of CRM. "We aim to solve some of advisors’ tech integration challenges by bringing together the technology pieces they need to be successful and freeing advisors up to spend more time engaging with their clients and prospects in meaningful ways."

#contactcenterworld, @redtailcrm

Posted by Veronica Silva Cusi, news correspondent
Source: https://www.businesswire.com


About Orion Advisor Solutions:
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, HiddenLevers, and BasisCode create a complete offering that empowers firms to attract new clients seamlessly.
Company RSS Feed   Company Profile Page

About Redtail Technology:
Company LogoFounded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications.
Company RSS Feed   Company Facebook   Company Twitter   Company Profile Page

Today's Tip of the Day - Comprehensive Back-Up Plan

Read today's tip or listen to it on podcast.

Published: Wednesday, June 8, 2022

Printer Friendly Version Printer friendly version

2023 Buyers Guide Certification

 
1.) 
CNCBA 4PS

Contact center quality assurance training and certification
 

About us - in 60 seconds!

Submit Event

Upcoming Events

Europe's leading call & contact center event is now arriving at the U.S., showcasing the latest and most effective technologies, strategies and advancements to industry professionals who are looking to excel in the customer engagement world!

Disco... Read More...
 685 

Newsletter Registration

Please check to agree to be placed on the eNewsletter mailing list.

Latest Americas Newsletter
both ids empty
session userid =
session UserTempID =
session adminlevel =
session blnTempHelpChatShow =
CMS =
session cookie set = True
session page-view-total = 1
session page-view-total = 1
applicaiton blnAwardsClosed =
session blnCompletedAwardInterestPopup =
session blnCheckNewsletterInterestPopup =
session blnCompletedNewsletterInterestPopup =