top of page
Life Stage Insights

Life Stage Insights Integrates With Redtail Technology

Financial advisors can now grow their business faster by seamlessly automating marketing and client engagement with Redtail contacts

January 12, 2021

Pink Sofa

BERKELEY, California, Jan. 12, 2021 – Life Stage Insights, a leading marketing technology and client discovery resource for financial advisors, announced today a new partnership with Redtail Technology, the top provider of client relationship management (CRM) solutions for financial advisors.

"We know how important it is to financial advisors to optimize their efficiency and save time. Our new partnership with Redtail enables advisors to easily connect and deepen relationships with their contacts through our seamless, easy-to-use integration," said David Baxter, CEO of Life Stage Insights.

Through this new integration, financial advisors can import contact information from Redtail into Life Stage Insights. They can then immediately begin using Life Stage Insights’ automated marketing and discovery systems to connect with prospects and clients. With just one click, advisors can also add new prospects generated by Life Stage Insights’ lead generation systems to their Redtail CRM.

Access to Redtail integration is included for all members on the Life Stage Insights platform.

"We are dedicated to helping advisors build more productive relationships with prospects and clients," said Baxter. "Our partnership with Redtail will make client engagement even easier and more scalable."


Life Stage Insights is a marketing technology system that enables financial advisors to automate their marketing and client engagement, accelerate prospecting and onboarding, deepen client loyalty, and increase word-of-mouth referrals. The system includes a suite of both lead generation and discovery resources, which work together to uncover each contact’s top priorities and auto-calibrate marketing campaigns to deliver the right messages to the right contacts based on life stage data. Learn more at


Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit

bottom of page