Our firm is working on strengthening our cybersecurity and would like to implement an identity verification tool to use with clients. With the increase in hackers using A.I. to impersonate voices and spoof phone numbers, we would like to use a tool to send clients a SMS verification code when they call in with requests and verify the code. We found Twilio Verify, but after digging more into the tool, it seems that it is just an API tool that requires you to code it into an existing website/app or use 3rd party vendors with it. It just seems much more complex than we would prefer. I would love to see what other RIA firms are doing to verify client identities and what tools are being used for SMS OTP verification.

I’m currently looking to set up an automated text messaging campaign to follow up with leads generated from Facebook leads and commercial leads tied to our radio and TV shows. The goal is to have the campaign trigger once a lead engages by downloading or requesting our lead magnet. The text messaging campaign would: 1. Thank the lead for engaging with our content. 2. Ask a series of follow-up questions. 3. Offer an appointment based on their responses. 4. Send a scheduling link to the appropriate advisor at my office, determined by the asset size of the individual. I’m currently using Redtail CRM, ActiveCampaign, and Levitate, but I’m not sure if I need to integrate additional tools like Twilio or WooSender to make this work. Does anyone have recommendations for someone who can help me set up this campaign or suggestions on the best tech stack for this process?

Wondering if there is a good RIA operational conference to attend?

We've been working to address your feedback around Redtail feeling dated, contrast issues on text and cleaner, easier UI to navigate. As we continue to roll out new experience updates, we would love to hear from you on what is working well and what isn't.

I am playing with the idea of using AI to help take meeting notes, especially for virtual meetings, and am looking for suggestions or ideas. Which programs have you used, and what are the pros and cons? Thank you in advance.