Pulse360 has introduced the feature which helps financial advisors avoid doubling up on their workloads by having to communicating with potential customers and manually creating tasks in their CRMs.
The feature works by encouraging the advisors to attach tasks to their advice that automatically get created in Redtail CRM or Wealthbox CRM.
“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 systemised.”
Major Win in the Battle Against Dated Technology
“Automating communication with clients and now automating daily work has never been easier with the deep two-way integration between Pulse360 and Redtail CRM,” Brian McLaughlin, CEO of Redtail Technologies, added.
“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 added: “The financial advisor can focus more on the value they create for clients versus having to fight old technology to handle their meeting notes!”
