Contact: 800-206-5030
support@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Speak
Bridge Communication Gaps Compliantly
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.
View DEMO
Take a quick look at how Redtail Speak works and then imagine the communication efficiencies this tool can bring to your daily operations.
Speak Features
Speak, functioning as a chat solution, serves as a collaborative communication platform for advisors and staff.
Everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.
Send and receive attachments—images, Office files, etc. View images inline, with no need to download.
Unlimited Team Rooms for group team chats and unlimited direct messaging for one-on-one conversations with other team members.
While Redtail Speak was previously available for Redtail CRM users only, it is now available as a standalone solution for those who do not subscribe to Redtail CRM as well.
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.
Speak’s mobile app allows you to stay in touch with your clients via text when you are on-the-go!
Need to schedule a text or chat message for a later date and/or time? Redtail Speak makes drafting and scheduling messages for later a breeze.
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.
What about the Price?
Starter
$
20
a month
- All the features of Speak
- $0.10 per text message
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.
Basic
$
30
a month
- All the features of Speak
- 500 text messages a month included
- $0.10 per text message for each message over 500
Suggested usage: Will add later
Pro
$
50
a month
- All the features of Speak
- 1000 text messages a month included
- $0.08 per text message for each message over 1000
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.