Think back to why you started this.
Odds are it wasn't a rush of excitement you got from doing paperwork. It wasn't the search filters or the data entry or the quiet dread of prepping for a review at 9:00 PM. You got into this business because you're good with people. Because somebody sat across from you once, worried about their future, and you helped them feel okay again. That's the gig. Everything else is just the stuff that piles up around it.
The busy work was never the point, right? It's just what the day fills up with. And every hour spent wrestling a CRM is an hour not spent growing a practice, deepening a relationship, or picking up the phone to check on the client who's been on your mind.
So, we wanted to build something that gives those hours back.
Redtail new Al features, powered by Denali, are five tools built right into the CRM you already use. No new system to learn. No re-platforming a whole book of business. Just a single switch in Redtail, and suddenly the work behind the work starts handling itself. Powered by Orion's Denali AI, these features are shaped, start to finish, by advisors telling us where their time is spent.
But this isn't about features or the tools, not really. It's about what they give back.
Let’s say there's a client review tomorrow and eight months of notes to get through. Not a great situation to be in, but there we are. That used to be the evening, gone. Now Review Prep reads the history for you and hands over a summary of what's changed, what's missing, and what's worth bringing up, so you walk in ready instead of frazzled and playing catchup. That's not just a time-saver; it lets you show up as the sharpest version of yourself in the one meeting that matters most for your client.
Or maybe there’s a process you've been meaning to build for two years. The onboarding flow, the annual review cadence, the regular money movement. You know what we’re talking about. That one workflow that would make the whole office run smoother if there were ever an afternoon to spare. Tell Workflow Builder what you want in a prompt and it’ll build it. That afternoon you were going to spend building the whole thing? It’s yours again.
Need to find groups of contacts quickly? Smart Search lets you describe your list the way you'd say it out loud, like all your Active clients in Arizona that you haven't talked to this year, and it’ll find them. No more clicking through filters. That's a dozen conversations you might have missed, now sitting right in front of you.
And when you just need to do something, the Redtail Assistant is right there. Schedule the meeting. Log a note. Pull up a client summary. Create the follow-up. All in plain language, without hunting through a single menu.
Getting a fresh list of contacts into Redtail, say... a stack of prospects from an event or a marketing list you've been sitting on, used to mean opening a support ticket and settling in to wait. Contact Import takes that job and shrinks it to minutes. Upload your file, check to make sure the information is going to the right field, fix anything that gets flagged, and save. That's it. The prospects you gathered last week can be in your database this afternoon, ready for that first follow-up while the connection is still warm. For anyone who's ever watched good leads go cold waiting to get entered, this one's going to feel like a small miracle.
See the thread running through all of it? Every one of these tools takes something off your plate so you can put something better on it. Time. Attention. The mental room to think about growth of your business and your relationships instead of grinding through tasks. These tools are designed to create capacity in all ways, so you can grow more without adding more work or clicks than you need. That's the whole idea. Less clicking, more of the work you enjoy doing.
Here's an answer to a question that we know lots will have. Redtail's AI features work with the data in your Redtail CRM and nothing else. No outside sources, nothing borrowed, only learning from your requests. Which means all that careful record-keeping you've been doing for years finally pays you back twice over. Good data in, good work out. The cleaner the records, the sharper every one of these tools gets. “If it's not in Redtail, it didn't happen" has been the rule around here for more than two decades, and these new AI tools are what it looks like to get rewarded for living by it.
Finally, just like you're used to with Redtail, we're not just giving you the tools, we're helping you excel at them. Our trainers are up-to-date and ready to help you in any way that you need. Need help cleaning up your data so that these new AI features can pull from the best data points possible? We got you. Looking for a prompt library to get started with the most effective, detailed prompts that get the most out of these new tools? We have a prompt ladder for you.
Plenty of "revolutionary" technology has come and gone in this industry. What makes this one different is simple: it doesn't ask you to become someone else. It doesn't want you glued to a screen. It quietly clears the underbrush so you can get back to the part of this work that made you fall in love with it in the first place, the people, the relationships, the slow and steady building of trust that turns a client into a family you get to serve for decades.
That's where practices grow. Not in the busy work. In the room, with the person across from you.
The tools are ready when you are. Turn them on and see for yourself, or see how each one works whenever you're curious.
Time's back on your side. Go put it somewhere that matters. Go spend it on the people. That's where the real growth is hiding.