Redtail Speak 2023.1.11

Redtail Technology, Inc. ❘ Freeware ❘
iOS
dos votos de 6

Versão mais recente
2023.1.11 Seguro para instalar

Report a Problem

Esta não é uma forma de download!

O banco de dados de programas do UpdateStar é mantido pelos usuários, para os usuários.
Com o seu apoio, você pode ajudar outros usuários a manterem seus programas atualizados. Preencha os campos que estejam incorretos ou desatualizados. Iremos verificar e avaliar a sua contribuição o mais breve possível.
Obrigado por apoiar a UpdateStar!

Título:

Categoria:

Requisitos

Android

iOS

Windows

Mac

Linux

Licença:

Editor:

URL do editor:

Descrição:

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.

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

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 <a href="www.redtailtechnology.com">www.redtailtechnology.com</a>.

Tags:

Breve descrição:

Versão instalada desconhecida?

Versão atual:

URL para Download:

URL para download direto:

URL para compra:

Ícone da URL:

Capturas de tela 1 URL:

Capturas de tela 2 URL:

Capturas de tela 3 URL:

Capturas de tela 4 URL:

URL do arquivo PAD:

Comentários:

Seu e-mail:

Boletim informativo:

Por favor, digite seu endereço de e-mail, para que possamos contatá-lo, no caso de surgir alguma dúvida sobre sua contribuição. Nunca iremos fornecer seu endereço de e-mail para terceiros.

Capturas de tela (Clique para ampliar)

Relacionado

4Voice Companion

The 4Voice mobile app serves as a convenient mobile interface to access your 4Voice hosted phone service. This application allows you to: Receive and make business calls using your iPhone. Manage call forwarding settings.

Archive Intel

This solution offers comprehensive AI-driven archiving and compliance management tailored specifically for regulated industries, such as finance.

Avantax Advised

The client portal serves as a valuable resource for accessing your Avantax Planning Partner statements. It allows you to conveniently view pertinent information regarding your account, including details about holdings, transaction …

BasisCode Compliance

The mobile version of the BasisCode Compliance application provides a streamlined interface for managing compliance-related tasks on iOS devices.

Cogent Wealth

DACdb Mobile

The DACdb mobile application offers a convenient solution for accessing essential information on the go. It acts as a seamless extension of the desktop site, enabling users to efficiently retrieve data from the database outside of their …

Versão mais recente
2023.1.11

Downloads seguros e gratuitos verificados pelo UpdateStar

Mantenha-se atualizado
com o UpdateStar gratuito.

Últimas revisões

	Google Earth Pro Explore o mundo em detalhes impressionantes com o Google Earth Pro.
	CPU-Z Obtenha informações detalhadas sobre sua CPU com CPU-Z por CPUID.
	EASEUS Partition Master Home Edition EASEUS Partition Master Home Edition: Software de gerenciamento de partição eficiente
	Kaspersky Password Manager Proteja suas senhas com o Kaspersky Password Manager!
	Revo Uninstaller Diga adeus ao software teimoso com o Revo Uninstaller!
	Autodesk Featured Apps Capacite sua criatividade com os aplicativos em destaque da Autodesk!

Downloads mais populares

	UpdateStar Premium Edition Manter seu software atualizado nunca foi tão fácil com o UpdateStar Premium Edition!
	Google Chrome Navegador da Web rápido e versátil
	Microsoft Edge Um novo padrão na navegação na Web
	Microsoft Visual C++ 2015 Redistributable Package Aumente o desempenho do seu sistema com o Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft OneDrive Simplifique o gerenciamento de arquivos com o Microsoft OneDrive
	Microsoft Visual C++ 2010 Redistributable Componente essencial para executar aplicativos do Visual C++