Redtail Speak Overview
Redtail Speak provides financial professionals with a compliant platform for real-time text messaging with clients and staff collaboration. It ensures secure communication within the industry standards.
Use Cases
Customers recommend Contacts History, Collaboration, Relationship Management, as the business use cases that they have been most satisfied with while using Redtail Speak.
Business Priorities
Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using Redtail Speak.
Redtail Speak Use-Cases and Business Priorities: Customer Satisfaction Data
Redtail Speak works with different mediums / channels such as Chat. Text SMS. and E-Mail.
Reviews
"...We know that you re looking for ways to solidify your client relationships through more effective engagement and by providing a higher level of service...." Peer review
Peer review evidence (same sources as the product rating summary)
"...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. ..." Redtail Technology
"...Redtail s solution, Speak, offers a compliant way for you to text message your clients and collaborate with your staff in real-time...." Peer review
"...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 new Real Wealth Redtail integration
Redtail Speak, belong to a category of solutions that help SMS Marketing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Redtail Speak Customer wins, Customer success stories, Case studies
What makes Redtail Speak ideal for Collaboration?
Redtail Speak Features
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Software Failure Risk Guidance
?for Redtail Speak
Top Failure Risks for Redtail Speak
Redtail Technology News
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
Pershing integrates with Redtail Technology - InvestmentNews
Pershing has teamed up with Redtail Technology to improve their services and offerings for clients.
Redtail Founder, Orion Tech Exec Brian McLaughlin Steps Down - Wealth Management
Brian McLaughlin, the founder of Redtail Technology and an executive at Orion Tech, has stepped down from his position.
Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors - PR Newswire
Ladder and Redtail Technology are teaming up to make life insurance easier for financial advisors.
Redtail Technology Profile
Company Name
Redtail Technology
Company Website
//corporate.redtailtechnology.comHQ Location
3131 Fite Circle, Sacramento, California 95827, US
Employees
51-100
Social
Financials
PRIVATE
