Marketing platform Levitate is partnering with CRM provider Retail Technology to offer email and other marketing services to financial advisors.
The arrangement allows advisors to
streamline “their personalized email marketing process,” states Brian McLaughlin, CEO of Redtail Technology.
It also helps users keep in touch with hundreds of customers and
prospects in a personal way, adds Jesse Lipson, CEO of Levitate.
The two-way integration renders notes and emails sent to Levitate visible in Redtail. In turn, changes to Redtail contact
profiles are synced back to Levitate.
The combined CRM and personalized marketing tool also helps advisors nurture client relationships. Users can pull in contact information, birthdays
and other personal information from Redtail, the company says.
These capabilities can help users avoid batch-and-blast emails.
"Relationships have always formed the foundation of
any financial advisor's success,” Lipson says. “Now, they're more important than ever.”
Founded in 2017, Levitate specializes in scaling personal email and driving revenue
for small businesses in the financial, real estate and legal sectors.
Redtail, founded in 2003, provides web-based CRM, compliant text-messaging services, paperless office, and email archiving
tools.