LeadCenter.AI

Introducing LeadCenter.AI Peek Say goodbye to opening hundreds of pages every day just to access contact information. We’ve just updated LeadCenter with a new feature called Peek that is designed to help increase productivity by reducing the time you spend searching for information about a contact. With Peek, you can view all critical lead and contact information directly from the sales pipeline or contact dashboard without the need to open the contact details page. Simply hover over one of the icons as shown below, and it will instantly display the latest calls, emails, financial accounts, etc. You don’t even need to click. Also, you will be able to see the head of household (HOH) and spouse details directly from the dashboards. Additionally, with the contact action menu, you can engage contacts (call, text, send an email, etc) without ever leaving the sales pipeline dashboard. #crm #financialadvisors #financialadvisorscrm

🚨Announcement: LeadCenter.AI proudly announces its achievement of ISO27001 and SOC 2 Type 1 certifications! 🎉 This milestone underscores our commitment to top-notch security and data protection. 💼🔐 Join us in celebrating this achievement that sets a new standard for trust and excellence in our industry! #Announcement #LeadCenterAI #ISO27001 #SOC2 #DataSecurity

✋ Tired of endless data entry? Then don't miss our webinar tomorrow at 12 PM CT with LeadCenter.AI, where together, we'll walk you through how to reduce data entry and manual reporting to focus on actual production. You'll learn how you can: 🚀 Automate lead capturing from any sources into Redtail. Use Boomytime.AI public calendars to allow customers to schedule their own meetings in Redtail Calendar with automated confirmation and reminders. 🚀 Automate financial questionnaires and let customers fill the gaps in your CRM data without needing data entry from you.  🚀 Automate seminar management. By just creating a seminar, landing pages, registration forms, and confirmation templates will be automatically created.  🚀 Say goodbye to reports preparation with advanced automated reporting and visualization for your Redtail data including contacts, accounts, and appointments. And SO much more. ⏱️ Register now to save your seat! https://bit.ly/4aLIG9Q

📊 When it comes to measuring the success of financial advisor events, using event management metrics is key. With the right data and insights from #LeadCenter.AI, you can track ROI and enhance future event strategies. #EventManagement #FinancialAdvisor #DataDrivenInsights

🌟 Exciting Update for Redtail Users! 🌟Are you spending too much time manually entering client info into Redtail? Good news! The integration with financial questionnaires is now streamlining this process, allowing for auto-population of contact details.What does this mean for your practice?✅ Increased efficiency✅ Reduced human error✅ More time to focus on client relationshipsReady to elevate your client onboarding experience? 🚀#LeadCenterAI #ClientOnboarding #Efficiency #FinancialAdvisors #Innovation #TechUpdate #FinancialQuestionnaire