Wealth Management CRM Integration

Every Client And Prospect Call, Logged Into Redtail

Marlie AI answers calls from clients and prospects, captures the request, and creates Contacts and Activities in Redtail CRM — so your advisor team has a complete record without any manual logging.

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Built for advisors and RIAs running on Redtail

Redtail is the CRM of choice for financial advisors and RIAs because it understands wealth management workflows — clients, accounts, households, and compliance documentation. The challenge is that every client call needs a trail, and front-office staff can't always log every interaction in real time.

Marlie AI handles the front door. Inbound client calls are recognized, the request is captured, and an Activity is logged on the right Redtail Contact. Prospect calls become new Contacts with qualifying notes, and complex requests are routed to the right advisor with full context — keeping your team focused on advice, not data entry.

What You Get with Marlie + Redtail CRM

Everything you need to connect your phone calls with Redtail CRM — fully automated, zero manual work.

Client Recognition

Marlie identifies existing Redtail clients by phone and email and personalizes the conversation accordingly.

Activity Logging

Every call is logged on the Redtail Contact as an Activity with summary, transcript, outcome, and recording link attached.

New Prospect Capture

Inbound prospects become new Redtail Contacts with the qualifying data and source attribution captured on the call.

Advisor Routing

Calls route to the right advisor based on existing client assignment, household, or call intent — no triage needed.

Task & Workflow Creation

Marlie can create Redtail Tasks or kick off Workflows when a call requires follow-up, paperwork, or a callback.

Compliance-Ready Records

Every interaction is captured with a transcript and recording reference so your compliance trail stays consistent.

How It Works

Get up and running with Redtail CRM in minutes — no coding required.

Connect Redtail

Authenticate Redtail from the Marlie dashboard via the Redtail API. Marlie pulls your Contacts and household structure.

Configure Routing & Workflows

Set how Marlie greets clients vs. prospects, which advisors own which households, and which call types trigger Tasks or Workflows.

Marlie Answers Calls

Inbound calls are answered 24/7. Marlie identifies the client, captures the request, and routes when appropriate.

Redtail Stays Current

Activities, Notes, Tasks, and Workflows are written into Redtail in real time so the advisor team has complete records.

Built for Real Scenarios

See how businesses use Marlie + Redtail CRM to capture more leads and streamline operations.

Solo Advisors

Scenario

A solo advisor can't always answer the phone during meetings or after hours but doesn't want to lose client calls.

Outcome

Marlie answers, identifies the client, captures the request, and logs the call to Redtail — the advisor sees the full Activity before returning the call.

Multi-Advisor RIAs

Scenario

An RIA has multiple advisors and households assigned across them. Routing client calls correctly is hard.

Outcome

Marlie identifies the household in Redtail and routes the call to the assigned advisor or schedules a callback if they're unavailable.

After-Hours Prospect Inquiries

Scenario

A prospect researching advisors calls outside business hours after seeing an article or referral.

Outcome

Marlie qualifies the prospect, captures household details and asset range politely, creates a Redtail Contact, and books a discovery call with the right advisor.

Frequently Asked Questions

Common questions about the Marlie AI + Redtail CRM integration.

Which Redtail plans are supported?

Redtail plans that include API access are supported. Marlie connects via the public Redtail API on standard advisor accounts.

Will Marlie identify existing clients in Redtail?

Yes. Marlie matches inbound callers to existing Redtail Contacts by phone and email so the conversation and the logged Activity attach to the right client.

Can Marlie route calls to the right advisor?

Yes. Based on Redtail household and Contact assignment, Marlie can route the call to the assigned advisor or fall back to a default routing rule.

Are call recordings compliant for advisor use?

Marlie produces transcripts, summaries, and recordings that you can store and reference for your compliance program. We recommend confirming retention rules with your compliance officer.

Can Marlie create Redtail Tasks or trigger Workflows?

Yes. Marlie can create Tasks on the Contact and trigger existing Redtail Workflows when a call requires follow-up actions or paperwork.

Will Marlie give specific financial advice?

No. Marlie handles intake, scheduling, and information capture — never personalized financial advice. Substantive advisory conversations always route to a licensed advisor.