Integration Name:
  

Financial Seminar Services

  

Integration Type:

 

Marketing Tools

 
  

Setting up the integration:

 

To set up the integration, first log into the Financial Seminar Services Edge web app at edge.financialseminarservices.com. 

  
Click on the Settings option in the upper right-hand corner.

  
  
This brings you to the settings page that shows your contact information and the Redtail CRM integration option. Click the Change button on the CRM Integration tile to link your Redtail CRM account. 
 
  
When prompted, enter your Redtail login credentials, then click the Link Redtail CRM button.


  
Once successfully linked, you will see the CRM Integration tile update confirming that the link has been established. 



  
Within Redtail CRM, go to the Seminars tab to see all existing seminars and registrants created before you linked Redtail CRM and Financial Seminar Services. All seminars created in the future will also be shown here.



 

Integration functionality:

 

This integration enables advisors to sync seminar data for upcoming events to their Redtail CRM account. Synced data includes Seminar Name, Location, Attendees’ status, Seminar Status, Start Date, End Date, First Name, Last Name, Phone, Email, Guests, and Address.

  
 

Financial Seminar Services resources:

 

Website

  
 

If you are looking for other Advisor Tools, click here!