Top Four Reasons Why You Aren’t Verifying Your Redtail CRM Clients And How To Overcome Them

At DTS Verify, we want to help you verify your customers during a transaction request. Not every wealth management company has implemented a system that enables rapid, documented verification. We have compiled a list of the top four reasons why you haven’t already implemented a second factor.

1. You don’t know that you need to.

The top reason why you aren’t verifying your customers during a transaction request is that you simply don’t know you need to. Many wealthy advisors do not realize the risks they’re taking when they only authenticate a request with a single factor.

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Knowledge-based authentication relies on something the customer knows (like their mother’s maiden name or the last 4 digits of their social security number). Unfortunately, this information can be known by a criminal attempting to steal money from your client.

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What you need is a second factor to add to their knowledge-based verification. The most convenient second factor is something the client physically has, namely their cellphone. Sending a verification code to their phone will act as a second factor.

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Now that you know that you should be using two-factor authentication with every transaction request, how can you implement a simple and secure way of accomplishing it?

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Enter DTS Verify - an online service that integrates with Redtail to allow you to rapidly verify your customers with a second factor by sending them a text message with a verification code. The phone number comes directly from your CRM, so you don’t have to look it up or text them manually.

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2. You think it is too complicated to set up.

Maybe you already knew that you should be using two-factor authentication for all your client transaction requests, but you were thinking it would be too complicated to set up the process.

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Enter DTS Verify - setting up an account only takes a few minutes, and you can be texting your first client a verification code in only a few minutes.

3. You think it is too time-consuming during a phone request.

Maybe you were already planning to text your clients when they make a transaction request, but you thought it would be too cumbersome and time-consuming to do during the phone call.

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Enter DTS Verify—just log into your account in the morning, and you can verify a customer in just a few seconds. All you need to do is search for their name and click verify. Then choose from a list of on-file phone numbers and send them a six-digit code. If they can relay the code to you, then you have completed one of the factors.

4. You think it’s too expensive.

Do you think a system like DTS Verify is too expensive? It may be a monthly recurring expense, but in the long run, it can save you thousands of dollars and your company’s reputation. DTS Verify is priced to make it affordable for a firm of any size. You only pay for the number of licenses you need, and you can add or remove them at any time. The service is also month-to-month with no hidden fees. Simply pay a flat rate for each text message sent ($0.02 as of 2/9/2026) and a nominal license fee per user each month.

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With all four of the most common reasons now addressed, why not sign up for a free trial today? Use this link to get started:https://www.DTSVerify.com