- About FPASV
- Pro Bono
Note: Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend. FPA members from other chapters are welcome to attend as well as guests of FPA members.
Date: Friday, June 24th, 2011
Time: 12:00 noon to 1:30 pm
Location: San Jose, CA (Rose Garden Area)
Title: Best Practices in CRM Technology
Speaker: Peter Gray, Redtail Technology, Director of Training and Education
Are you frustrated with the time it takes to keep up-to-date with all of your clients? CRMs can simplify things by offering a client view that includes notes, upcoming and past appointments, account positions, emails, client reminders and a host of other pertinent client information. Centralizing client information leads to more efficient use of your time, better customer service and fewer compliance headaches. In this session, Peter will demonstrate generic processes and best practices through a demo of Redtail’s products, walking through specific scenarios. Attendees will be able to apply these learnings to any CRM package.
Speaker and Company Information:
Redtail Technology delivers web based Client Relationship Management (CRM), Imaging (paperless office) and Email Archiving services. Their products were designed specifically for financial professionals. As a comprehensive solution that is affordable and easy to use, Redtail has been adopted by over 27,000 financial service professionals making it an industry leading solution.
Peter is responsible for conducting Redtail’s various training events across the country and over the web. In addition, Peter develops and maintains the content for Redtail’s on-demand training program within the Redtail CRM suite of products. Peter came to Redtail after working with a broker/dealer located in Ohio, where he was the Intellectual Property Coordinator. Peter is based out of Redtail’s Sacramento, California location.
Seating is limited. To reserve your seat, please RSVP early to Lauree Murphy at Lauree@Yahoo.com A $10 fee will be collected at the door.
EventList powered by schlu.net