Redtail Speak

Features Redtail Speak

Redtail Speak is a compliance-friendly, real-time texting and communication platform for financial advisors.
As a companion for the Redtail Speak web browser UI, 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.• View any text messages you currently have scheduled for delivery.• Access your mobile device’s camera and include photos with your text messages.• Select message templates to streamline creation of the types of messages you send frequently.• Set up an Out of Office message to automatically send a reply if a client texts you while you are unavailable.