A smarter way to chat
Speak, Redtail’s collaborative communication platform for advisors and staff, provides advisory offices with a baked-in chat solution that is archived, searchable, and tied to contact records where applicable—without leaving Redtail.
Send and receive attachments—images, Office files, etc. View images inline, with no need to download.
All the bells and whistles
Message delivery confirmation, Client Rooms, secure texting to clients, chat history with clients linked to their contact record, One-click navigation between client chat and their contact record, ability to customize invitation message to clients
Compliant and searchable
Everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.
Chat as teams, or one-on-one
Unlimited Public Rooms for group team chats and unlimited private Team Rooms for one-on-one conversations with other team members
Integrated with Riskalyze (Risk Numbers), and full emoji support!
Speak has won accolades from conception to its latest iteration, and continues to wow advisors and their clients daily. “We saw a big uptick in messaging when the stock market took a dip and advisors were talking the client off the edge…that’s what we intended the platform for—rapid communication. It has done exactly what we expected it to.”
—Brian McLaughlin, Redtail CEO