Orion Advisor Solutions announces the launch of Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite. Powered by Snappy Kraken, an industry-leading marketing platform tool for financial advisors, Redtail Campaigns builds upon Orion’s legacy Market*r tool, empowering advisors and firms to drive new business and deepen client relationships through hyper-personalized marketing campaigns launched right from their CRM dashboard.
“Orion’s acquisition of Redtail helps realize our vision to power advisors’ growth, specifically making it easier to prospect and engage clients through connected technology. With Redtail Campaigns, we’re marrying marketing, CRM and financial planning technology to accelerate the ‘Prospect-to-Plan’ journey and modernize this important advisor workflow,” said Brian McLaughlin, President, Orion Advisor Tech. “Our partnership with Snappy Kraken combines Orion’s industry-wide expertise and Redtail’s leading CRM tools with the powerful content and functionality of Snappy Kraken’s highly successful platform.”
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