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Redtail Technology Integrates CRM Solution with Cashflow Solution from Neuralus

July 06, 2009

Gold River, Calif.-based relationship management solutions provider Redtail Technology has reportedly partnered with Neuralus Inc., the developer of Cashflow INSITE. The alliance with Neuralus will allow advisors to integrate client lists with the Cashflow INSITE product. This will ensure a smoother introduction of budgeting services to the advisor's product offering.

 
"The integration allows advisors to import their clients from Redtail to Cashflow INSITE. Advisors can then send out invitations from Cashflow INSITE, so their clients can initiate tracking their spending," said Alf Wurr, the co-founder and chief scientist at Neuralus, in a statement.
 
The two companies have already started enhancing the integration features and data sharing between the Redtail CRM solutions and the Cashflow INSITE product.
 
"Our goal has been to make information sharing a reality for Redtail users,” Brian McLaughlin, chief executive officer of Redtail Technology, said in a statement. “Most advisor practices have a technology suite that includes three or four different pieces of software; in order to be efficient it is a must that each piece talks to each other. We are happy to add Neuralus to our list of integration partners."
 
Earlier this month, ContactCenterSolutions reported that Redtail and Advisor Products, a financial advisor technology and marketing company, announced the integration of Redtail’s flagship Web-based CRM system and Advisor Products’ Personal Client Portals.
 
Established in March of 2003, Redtail specializes in Web based Client Relationship Management (CRM), paperless office imaging solutions and e-mail archiving and retention services. Redtail Technology caters to financial advisors.
 
Neuralus Inc. has a proven track record in creating intelligent software solutions that automate tasks through innovations in artificial intelligence. The company is best known for its solutions Neuralus INSITE and Cashflow INSITE. While Neuralus INSITE offers personal cash flow management within online banking sites for consumers, Cashflow INSITE allows for indirect personal cash flow management through client/advisor collaboration. 

Divya Narain is a contributing editor for ContactCenterSolutions. To read more of Divya’s articles, please visit her columnist page.

Edited by Amy Tierney

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