Redtail - Replify Integration

Enhance Relationships, Ensure Compliance

For financial advisors, every conversation matters, and every interaction must be documented. The Replify + Redtail integration bridges the gap between your phone system and your CRM, ensuring that your client data is always up to date without manual entry.

Ready to learn more about this integration? Schedule a demo or visit our integration docs.

• Automated Note Logging: Forget scribbling on sticky notes. Replify transcribes every call and logs a detailed Note within the Redtail contact record immediately. This is crucial for compliance and maintaining a history of client instructions.
• Intelligent Scheduling: Whether it’s a prospect wanting a discovery call or a client needing a quarterly review, Replify acts as your scheduler. It negotiates the time and adds the appointment to your Redtail Calendar (or synced calendar).
• Contact Recognition: When a client calls, the AI recognizes their number from Redtail. It can greet them by name ("Hello Mr. Smith") and route them differently than a cold prospect or a spam caller.

Strategic Use Cases for Wealth Management

Advisors use Replify to scale their practice while maintaining a personal touch.

1. The "Annual Review" Campaign

Stop playing phone tag to book annual reviews. Use AI Outbound Sales to call your client list. The AI politely asks for a preferred time for their review and books it directly onto your calendar, updating the Activity in Redtail.

2. Seminar & Event RSVPs

Hosting a dinner seminar or webinar? Replify can handle the RSVP line. It answers questions about the venue or topic, confirms attendance, and tags the contact in Redtail as "Event Registered."

3. 24/7 Prospect Capture

Markets move fast, and so do prospects. If a potential client calls your office at 6 PM, Replify answers, qualifies their asset level or needs, and logs them as a new Opportunity in Redtail for you to follow up with the next morning.

Build your advisor tech stack:

• Calendly: Often used alongside Redtail for external booking links—Replify supports both.
• Google Workspace: Sync your email and calendar ecosystem for total visibility.
• Zapier: Connect Redtail events to marketing tools like Mailchimp or Constant Contact via Replify triggers.
• Small & Medium Businesses: Learn how other professional service firms leverage AI.

Ready to learn more about this integration? Schedule a demo or visit our integration docs.