Redtail Speak (old)

অ্যাডভাইজার জন্য সঙ্গতিশীল টেক্সটিং

Note: there is a new version of the Redtail Speak app for Speak users adopting the platform after January 11, 2022. If you were a user of Redtail Speak prior to that date, you should continue to use this older version of the app until you have upgraded to the new Speak platform released on January 11, 2022.

Redtail Speak is a compliance-friendly, real-time texting and communication platform for financial advisors. As a companion for Redtail Speak within Redtail CRM, the app provides advisors with a way to make sure they never miss a client’s text while on the go and can respond right away via their smartphones. As advisors’ clients have come to expect real-time communication, Speak’s game-changing software enables advisors to meet that demand.

Use Redtail Speak to:

• Send and receive text messages with your clients.

• Communicate directly with other members of your staff.

• Automatically archive a fully searchable record of your text history with clients.

• Receive push notifications when clients have texted you a message via Speak.