Jive Communications created a customized integration with Redtail Technology to offer wealth management firms a unified client care and communications solution that creates efficiencies and mitigates fiduciary responsibilities. Jive is more than just a phone system in the cloud. Jive delivers a range of Unified Communications products, including voice, video, contact center, and mobile applications. Plus, each Jive license comes with a free GoToMeeting Pro license. This video conferencing solution is a perfect solution for clients who wish to meet remotely. Recordings and transcripts of your calls can then be stored in the client’s account record in Redtail. Used by thousands of organizations worldwide, Jive is the perfect phone and communications platform for your office.
Note: to receive the special pricing reserved for Redtail users, you will need to call Jive at 855.849.6903 or use this link to request a demo with one of Jive’s product specialists.