Riverside, CA, USA, Dec 21, 2020 -- Pulse360 announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or Wealthbox CRM. Salesforce is coming soon.
"Financial Advisors tend to use a hodge-podge of old technologies that are clearly not made to handling their meeting notes – the lifeblood of their practice," said Anand Sheth, Founder and CEO of Pulse360. "Our goal in bringing the Automatic Task Creation feature is to harness technology to work for the financial advisor and make their practices efficient and systemized."
"Automating communication with clients and now automating daily work has never been easier with the deep two-way integration between Pulse360 and Redtail CRM," said Brian McLaughlin, CEO of Redtail Technologies. "Financial Advisors are huge beneficiaries of our work together."
Pulse360’s patent-pending Automatic Task Creation technology deeply integrated with Redtail CRM and Wealthbox CRM, brings practice efficiency gains for Financial Advisors. Anand adds, "The financial advisor can focus more on the value they create for clients versus having to fight old technology to handle their meeting notes!"
Posted by Veronica Silva Cusi, news correspondent
Pulse360 was created to make financial advisors at least 50% more productive. Our remote-ready SaaS suite can make every aspect of fiduciary meeting prep and documentation 10X more efficient. The Company was founded in 2019 by Anand Sheth and James Hill. The Company is headquartered in Riverside, CA. Tim Jenkins, a co-founder of SendGrid and former alumni of Techstars, is on the Board of Advisors.
Published: Tuesday, December 22, 2020
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