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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

Orion + Redtail: One Stop Shop to Streamline Your Day

Event Description: The combination of Redtail’s industry-leading CRM technology to Orion’s open architecture platform can serve as the foundation of your tech stack, connecting the advisor-client journey via an end-to-end, seamlessly integrated platform built around a CRM hub. Join Joel Hurst, SVP of Business Development, for an exclusive look at how this powerful integration can empower you to streamline your processes, make your workdays more productive, and increase your engagement with clients and prospects. You’ll also have a chance to get all your questions answered and access a sneak peek of upcoming enhancements that we have planned.

On Demand

Introducing Redtail Campaigns: Your Virtual Marketer Backed by the Industry’s Best CRM

Event Description: Introducing Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite.  Join Jake Leise, Director, Orion Prospect, and Ricky Williamson, Director of Training at Redtail, for the first look at this industry-leading marketing platform tool made 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. Together, Orion and Redtail are transforming the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey.

On Demand

Orion + Redtail Part 2: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: Together, Orion and Redtail are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join us for a look at our recent enhancements, including the exciting addition of Orion’s portfolio view into Redtail and the roadmap of features that will be released soon. By combining Redtail’s next-generation CRM technology into Orion’s open architecture platform, we can help advisors scale essential operational functions and strengthen client relationships.

On Demand

Orion + Redtail: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.

On Demand