We know you’re looking for ways to solidify your client relationships through more effective engagement and by providing a higher level of service. Redtail’s solution, Speak, offers a compliant way for you to text message your clients and collaborate with your staff in real-time.
Acknowledging the communication preferences of your clients is a key component of client experience and let’s face it — these days most everyone prefers texting when a text is all that is needed. This is probably why 98% of text messages are opened compared to just 20% of emails. It could also account for why, on average, it takes 90 seconds for someone to respond to a text versus 90 minutes to respond to an email (if the email gets a response at all).
Using Speak, every conversation, message, and document is fully searchable and automatically archived, recorded daily, and sharable with email surveillance providers, offering you a safe, compliance-approved way to communicate with your clients. 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.
We think Speak will help you overcome many of the biggest challenges advisors face regarding client communication while also freeing up your valuable time for other important client service activities.
Take a quick look at how Redtail Speak works and then imagine the communication efficiencies this tool can bring to your daily operations.
Your Redtail CRM contacts can be automatically synced to your Speak account and your chat history with Redtail contacts will be available inside their contact record in the CRM.
With Redtail Speak you can set up text/chat message templates to streamline creation of messages your office tends to send on an ongoing basis. Then, personalize those message templates to suit your individual needs when you use them.
Set up out-of-office replies to automatically send in response to client messages if you know you won’t be available for a certain period. You can also set the date/time for your out-of-office message to clear.
At Redtail we knew there had to be a way to make it easier and more efficient for you to communicate with your clients. At the same time, we understood that security and compliance had to be baked in to take that worry off your plate. With that in mind, we rolled out Redtail SPEAK, the first-of-its-kind integrated messaging platform, purpose-built for advisors and their clients, in late 2017. In 2022, we unleashed Speak from Redtail CRM, making it available to all who would like to take advantage of the streamlined and compliant communication it makes possible.
Suggested usage: This tier is recommended for offices that are brand new to text messaging and don’t plan on sending many texts or those who are primarily interested in Speak’s chat feature.
Suggested usage: Will add later
Suggested usage: This tier is recommended for offices who intend to make heavy use of texting.
Please call our sales department at 800-206-5030 Opt. 2 to learn more.