Redtail Speak
by Redtail Technology · CRM and customer experience · Omaha, United States
Secure, compliant text messaging for advisors that is fully archived and CRM-integrated.
What Redtail Speak does
- Secure text messaging
- Compliant texting
- Fully archived messages
- CRM-integrated
What Redtail Speak is used for
- Enable compliant client texting
- Avoid compliance risk from unarchived texts
Who Redtail Speak is for
- Wealth and investment managers
- Financial advisors
About Redtail Technology
CRM, compliant messaging, document management and email archiving for financial advisors.
Redtail Technology in the vendor registry: its products, features and similar vendors.
Also by Redtail Technology
- Redtail Email: Email with automatic archiving of every message
- Redtail CRM: Relationship management platform that centralizes client data, communication, and workflows in one place.
- Redtail Imaging: CRM-integrated document management that is searchable, shareable, secure, and easy to use.
More in this category: CRM and customer experience software for financial services.
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