Redtail Speak Overview

Redtail Speak provides financial professionals with a compliant platform for real-time text messaging with clients and staff collaboration. It ensures secure communication within the industry standards.

Use Cases

Customers recommend Contacts History, Collaboration, Relationship Management, as the business use cases that they have been most satisfied with while using Redtail Speak.

Other use cases:

  • Engaging And Following Up
  • Business Development
  • Lead Qualification: Technographic
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using Redtail Speak.

Redtail Speak Use-Cases and Business Priorities: Customer Satisfaction Data

Redtail Speak works with different mediums / channels such as Chat, Text SMS, and E-Mail,

Reviews

"...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...." Peer review

Redtail Speak, belong to a category of solutions that help SMS Marketing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Comprehensive Insights on Redtail Speak Use Cases

What solutions does Redtail Speak provide for Collaboration?

Redtail Speak Features

  • Low
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FEATURE RATINGS AND REVIEWS
CAPABILITIES RATINGS AND REVIEWS

Software Failure Risk Guidance

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for Redtail Speak

Top Failure Risks for Redtail Speak

Redtail Technology Feeds

Release Note Focus: Redtail Fresh CRM Update

Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.

The post Release Note Focus: Redtail Fresh CRM Update appeared first on Redtail Technology.

20/03/2024 - source

Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync

Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.

The post Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync appeared first on Redtail Technology.

28/01/2024 - source

New integration with FDC Plan on Purpose!

The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.

The post New integration with FDC Plan on Purpose! appeared first on Redtail Technology.

21/12/2023 - source

Redtail Technology Profile

Company Name

Redtail Technology

HQ Location

3131 Fite Circle, Sacramento, California 95827, US

Employees

51-100

Social

Financials

PRIVATE