Text messaging just celebrated it's 25th anniversary not too long ago, yet advisors are still largely unable to text their clients compliantly. Isn't it about time financial advisors stop waiting to use one of the most common methods of communication to better their connection with their clients? With Redtail Speak, the wait is now over.
Speak, Redtail’s collaborative communication platform for advisors and staff, provides advisory offices with a baked-in chat solution that is archived, searchable, and tied to contact records where applicable—without leaving Redtail! Everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available, making Redtail Speak one of the first fully-compliant office-to-client texting services in the market.
Come join us as we walk through this groundbreaking new tool, showing you all the bells and whistles that come with it!