Descrizione
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.
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.
Versioni precedenti
- 01/31/2023: Redtail Speak 2023.1.11
- Report a new version
- Nome del Applicazioni: Redtail Speak
- Categoria: Lavoro
- Nome APK: com.redtail.speak2
- Ultima versione: 2023.1.11
- Requisito: 5.0 o superiore
- Dimensioni del file : 19.62 MB
- tempo aggiornato: 2023-01-31
