Redtail Speak
2023.12.1 by Redtail Technology, Inc. (0 Reviews) October 17, 2024
Latest Version
Version
2023.12.1
2023.12.1
Update
October 17, 2024
October 17, 2024
Developer
Redtail Technology, Inc.
Redtail Technology, Inc.
Categories
Business
Business
Platforms
Android
Android
Downloads
0
0
License
Free
Free
Package Name
com.redtail.speak2
com.redtail.speak2
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More About 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.
• 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.
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