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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.
Last updated on 2018年06月06日
Minor bug fixes and improvements. Install or update to the newest version to check it out!
Redtail Speak
1.0 by Redtail Technology, Inc.
2018年06月06日