Redtail Speak 2023.1.11

Redtail Speak provides a compliant avenue for text messaging clients and facilitating real-time collaboration with staff. The integration of a texting solution into financial advisory practices aids in strengthening client relationships through enhanced engagement and communication.

Redtail Speak is available as an individual texting/chat tool and can be integrated with Redtail CRM for users of both platforms.

Utilizing Speak ensures that every text conversation is fully searchable, automatically archived, and can be shared with email surveillance providers, thereby offering a secure and compliance-approved method of client communication. The platform also enables team communication by granting access to the same communication threads, thus optimizing workflow and reducing bottlenecks.

Redtail Speak addresses prevalent challenges faced by advisors related to client communication while also affording more time for essential client service activities.

• Functionality as a texting solution for advisor-client interactions and as a collaborative communication platform for teams
• Secure texting capabilities for clients
• Automated archiving and searchable content; institution-level searching available
• Attachment support for images, Office files, etc., viewable inline
• Integration with Redtail CRM for syncing contacts and viewing chat history
• Customizable Invite Message for clients and team members
• Unlimited channels for group team chats and private direct messaging
• Out of Office auto-reply option
• Full emoji support
• Scheduled message viewing and camera access for photo sharing
• Use of Message Templates for streamlined message creation

About Redtail Technology:

Established in 2003, Redtail Technology is a prominent provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions within the financial services domain. Their mission is to assist advisors in efficiently growing their firms by providing essential technologies to support daily operations. Redtail emphasizes low-cost, easy-to-implement applications that integrate seamlessly with industry-standard tools. With a commitment to superior customer service, Redtail actively contributes to local communities in California, Arizona, and Georgia. For more details, visit www.redtailtechnology.com.