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?? 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

How Can Redtail Users Auto-Populate Contact Info via Financial Questionnaire

How Can Redtail Users Auto-Populate Contact Info via Financial Questionnaire

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