Premium Strategic Partner

Secure your Redtail CRM workflows seamlessly

DTS Verify has partnered directly with Redtail to simplify client management identity protection. Access custom components designed exclusively for elite multi-factor operations.

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Integration Advantages

What Redtail Users Enjoy

Enjoy built-in components engineered to keep your advisory teams performing smoothly without security friction:

Rapid client searching and identity confirmation lists
Dynamic targeting across any phone number or email address on file
Smart data limits based on defined CRM status codes
Automated, event logs posted back to Redtail histories
Full functional capability directly inside Redtail via web extension

Eliminate Fraud Leaks

Knowledge-based metrics no longer guarantee data protection. Secure individual caller interaction streams safely inside the tools you already rely on.

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Ready to add an extra layer of wire fraud protection?

Secure your operations environment and guard advisory reputation paths securely.

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