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Redtail and Twenty Over Ten Unveil IntegrationRedtail and Twenty Over Ten Unveil Integration

Redtail and Twenty Over Ten are working together, in support of efficient advisor marketing and contact management, according to executives at the two firms.

Samuel Steinberger, Senior Technology Editor

March 10, 2020

1 Min Read
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Less than two weeks after announcing a two-way integration with Riskalyze, marketing firm Twenty Over Ten is partnering with CRM software developer Redtail Technology on a new integration. The latest link-up and sync-up means advisors using the inbound marketing tool Lead Pilot will be able to connect their Redtail account information and contacts, according to an announcement.

The integration will reduce the time and effort advisors spend on adding contacts to Lead Pilot, as well as marketing to current clients and prospects, said Ryan Russell, co-founder of Twenty Over Ten. “Thousands of organizations” will benefit from the new functionality, according to the announcement.

"With direct access to Redtail through their Lead Pilot platform, advisors can reach their clients easier and faster,” said Brian McLaughlin, CEO at Redtail. "Our integration with Lead Pilot demonstrates the powerful impact of technology for today's financial professionals.”

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger