How To Add 2 Factor Authentication To Redtail CRM Without Manually Texting A Verification Code

Do you own or work for a wealth management company and know that you should be using two-factor authentication to verify each transaction request made by your clients? But do you also know that the only way that you can do that is by looking up their contact information in your Redtail CRM database, then manually texting the customer a code? This is time consuming, leaves room for human error, gives out your cell phone number, and is hard to do while on the phone with the client.

There is a better way. DTS Verify (https://dtsverify.com) provides a service that links to your Redtail database and allows you to quickly search your contact list and then send a unique verification code to one of their on-file phone numbers. In less than fifteen seconds, you can verify that you’re talking to your customer and not an imposter.

Start a free, no-credit-card-required trial today at https://www.dtsverify.com.