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Redtail Technology
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News
29
Jan
2024
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
28
Nov
2023
Release Note Focus: Redtail Imaging’s New Folder Sharing Feature
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
25
Oct
2023
Release Note Focus: AI chat assistant auto-complete in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
10
May
2023
Release Note Focus: AI assistant now available in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
02
May
2023
The benefits of bringing cash into your orbit
Category: FinTech Industry
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
04
Apr
2023
Five Ways that Time Management Software Increases Advisor Revenue
Category: FinTech Industry
"Five Ways that Time Management Software Increases Advisor Revenue" - Guest blog post from Vito Grammatico, Founder and CEO of TimeLyft
23
Mar
2023
Manage your CRM: Manage Database Account Lists
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
07
Feb
2023
Release Note Focus: Two new Redtail Speak features now available
Category: Release Notes
Incoming text messages (pre-invites) and Call Forwarding (for Pro level accounts) are now available in Redtail Speak.
13
Jan
2023
A guest blog post from Stephanie Dannebaum of Stephanie Dannebaum Consulting
Category: FinTech Industry
Guest blog post: Stephanie Dannebaum, Founder/Stephanie Dannebaum Consulting - "Taking your Technology from Major Barrier to Exponential Growth"
08
Dec
2022
Release Note Focus: Redtail has rolled out a completely new version of Imaging today!
Category: Release Notes
Redtail Imaging is all new, with a modern, overhauled user interface, new licensing structures with increased storage limits, and much more!
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Recent Posts
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Release Note Focus: Redtail Imaging’s New Folder Sharing Feature
Release Note Focus: AI chat assistant auto-complete in Redtail Speak
Release Note Focus: AI assistant now available in Redtail Speak
The benefits of bringing cash into your orbit
Categories
FinTech Industry
Release Notes
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