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Release Note Focus: Redtail Speak is all new in 2022!

Category: Release Notes
Blog Feature Graphics Speak Updates

Redtail Speak app


We’re so excited to announce a brand-new version of Redtail Speak, a compliant way for you to text message your clients and collaborate with your staff in real-time! Speak is now available as a standalone texting/chat solution, while offering integration with Redtail CRM for those who subscribe to both solutions.

As of 2007, texting surpassed phone calls as the most frequently used form of communication. Texting’s prominence as a primary mode of communication has only grown in the decade and a half since. It can also boast a 98% open rate (compared to email’s 20%) while providing a high degree of confidence that your message will be seen within three minutes of delivery.

With texting now an everyday part of every generation’s lives, incorporating a texting solution into your practice as a financial advisor allows you to solidify your client relationships through more effective engagement and improved communications. Speak also empowers your team to communicate directly with each other by providing team members with access to the same communication threads, which helps to eliminate bottlenecks while also documenting important internal conversations.

Below are some of the updates you’ll find in our new version of Redtail Speak:

  • the ability to schedule your messages for delivery at a later date/time:
  • the ability to create Message Templates to streamline creation/delivery of commonly sent messages of a similar nature:
  • the ability to customize individual users’ texting Invite Message to your clients:
  • the option to set Out of Office messages for defined periods
  • a completely new user interface accessed via browser tab rather than as a pull-out module within Redtail CRM
  • access for non-Redtail CRM users; integration with Redtail CRM for those who are CRM subscribers
  • a new app to make communications on-the-go even easier
  • flexible pricing based upon your needs
  • a trial version to determine if Redtail Speak will meet the needs of your office

And, just as with the prior versions of Redtail Speak:

  • enjoy secure texting with your clients
  • everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.
  • you can send and receive attachments—images, Office files, etc. View images inline, with no need to download.
  • you have unlimited channels for group team chats and unlimited private direct messaging for one-on-one conversations with other team members
  • expect full emoji support

We’re confident Redtail Speak will help you improve your overall client experience by allowing you to meet your clients where they live in terms of preferred communication channels.

If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. 2 or online for a live demo and join us for our weekly “Redtail Speak Overview” webinar, where we cover Speak in much greater detail. You can also read more about Speak here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.