Speak

Communicate Smarter
with Redtail Speak

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.