Knowledge and Insight > Thought Leadership

Better Together: Marketing and CRM Combine Forces

Samuel Steinberger | WealthManagement.com, March 2019

Summary: Advisors using Redtail Technology's client relationship management platform and Snappy Kraken's marketing technology will have access to a new integration unveiled today, Snappy Kraken announced. Advisors on the Snappy Kraken interface can now authenticate their Redtail account details, porting over contact and group information into the marketing platform.

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