The onboarding process is one of the first impressions clients have of the ease of an advisor’s service experience and is critical to setting the tone for the ongoing relationship.
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Pershing claims that the integration will enable advisors to leverage prospect data they have in their Redtail CRM system by pre-populating account opening forms with a client’s information through Pershing’s new Client Onboarding solution.
The integration will not only simplify the account opening process but will also help advisors increase their productivity by eliminating the re-keying of data and minimize the risk of data entry errors, Pershing added.
"We are the first custodian to offer this CRM integration with Redtail, and note that Redtail is the first company to integrate its solution in this way via NetX360’s open API." said Lucille Mayer, co-CIO of Pershing.
"Effective client onboarding continues to be a major priority and concern of our clients. One of our key objectives is to simplify the process and help them increase their productivity so they can focus more time on helping their clients achieve their financial goals," Mayer added.
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