Outstanding Performance > Lifetime Achievement
Brian McLaughlin, CEO and founding partner of Redtail Technology, Inc., initially entered the financial services industry as a college student, working a part-time job at a Gold River, CA financial advisory firm to help cover his expenses. When that firm decided they needed a better way to manage their client relationships, Brian volunteered to build them that system, which eventually became Redtail CRM.
Recognizing that what he’d built would be of great value to many advisory firms, Brian cofounded Redtail with Andy Hernandez, Redtail’s COO, in 2003. Initially they encountered a great deal of skepticism about their web-based CRM, hearing early and often that their service was a fad. Brian persevered, however, understanding clearly that the SaaS model would dominate the market in years to come because of its advantages in terms of distribution, pricing and accelerated feature delivery.
From the beginning, Brian strove to encourage integration between Redtail services and other industry vendors’ products, intuitively understanding just how integral integrations would become as the industry matured. His passion for connectedness between services extends to people as well, with one of Redtail’s mantras being “create raving fans.” The success of that mantra is evident when one witnesses the relationships between Redtail and its customers, its partners and its employees.
Today, Redtail is an industry leader in advisor FinTech, offering its flagship service, Redtail CRM, as well as secure and compliant texting, paperless office, and email hosting/archiving subscription services to the advisory community. Brian has built a company from the ground up with more than 100 employees around the country, building and servicing technology that helps advisors work smarter to achieve their business goals.
In addition to his passion for the FinTech industry, Brian also has strong interest in aviation, photography, science, data analytics and storm chasing.