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For Redtail CRM Users Content Sharing, Email Marketing Automation and Revenue Nurturing

Send personalized, compliant news & information to your clients with one click.

90% of Wealth Clients say frequent, personalized communication is #1 reason they make a Referral*

ReachStack helps advisors increase personalized client communication by 16X with an easy to use, FINRA compliant email communication service that uses proprietary interest tracking and AI powered content matching technology to understand and satisfy each client's information needs. 

Automate your Retargeting and Revenue Nurturing.

Retargeting based on interests increases Sales conversion by 43%*

With ReachStack, Advisors accelerate Revenue growth by automatically identifying each prospect and client's top areas of interest, then turning on Automated Revenue Nurture sequences designed to educate, engage and help close sales. 

Do-it-for-me

You get results in 3 simple steps

ReachStack's fully managed service does all the work 

number-1

Connect your Redtail Account

redtail logo
number-2

Approve your recommended Content Sharing

Step2 approve
number-3

Action your Revenue Opportunity Hot List 

Step3 report

Our content partners

We provide a robust mix of content from original sources.

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contently
Vestorly
Centsai
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iconic
jillian h
FMex
content partners jun 2021_edited

Interested in seeing how it works?