Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential need in our increasingly connected world. Redtail’s Speak app is our latest innovation aimed at assisting you in terms of the way you communicate with your clients and prospects.
Using Speak, every text conversation, message, and document is fully searchable and automatically archived, recorded daily, and sharable with email surveillance providers, offering you a safe, compliance-approved way to communicate with your clients. Speak also empowers your team to communicate directly with each other, without ever leaving Redtail CRM, by providing team members with access to the same communication threads, which helps to eliminate bottlenecks.
We think Speak will help you overcome many of the biggest challenges advisors face in regard to client communication while also freeing up your valuable time for other valuable client service activities.
Some of the features of the app include:
• Speak, which also functions as a chat solution within the CRM, serves as a collaborative communication platform for advisors and staff.
• Everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.
• Send and receive attachments—images, Office files, etc. View images inline, with no need to download.
• Unlimited Public Rooms for group team chats and unlimited private Team Rooms for one-on-one conversations with other team members
• Expect all the bells and whistles, with message delivery confirmation, Client Rooms, secure texting to clients, chat history with clients linked to their contact record (and accessible with one click), and the ability to customize invitation message to clients.
• Integrated with Riskalyze (Risk Numbers), full emoji support, and direct integration with Redtail CRM.
About Redtail Technology:
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.
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