We know that 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.
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, without ever leaving Redtail CRM, 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 in regard to client communication while also freeing up your valuable time for other valuable 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.
Message delivery confirmation, Client Rooms, secure texting to clients, chat history with clients linked to their contact record (and accessible with one click), and the ability to customize invitation message to clients.
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
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 of your plate. With that in mind, we recently introduced Redtail SPEAK, the first-of-its-kind integrated messaging platform, purpose-built for advisors and their clients.
Call sales department at 800-206-5030 Ext.2 to inquire about potential discounts