We know you’re looking for ways to solidify your client relationships through more effective engagement and by providing a higher level of service. Redtail’s solution, Speak, offers a compliant* way for you to text message your clients and collaborate with your staff in real-time.
Acknowledging the communication preferences of your clients is a key component of client experience and let’s face it — these days most everyone prefers texting when a text is all that is needed. This is probably why 98% of text messages are opened compared to just 20% of emails. It could also account for why, on average, it takes 90 seconds for someone to respond to a text versus 90 minutes to respond to an email (if the email gets a response at all).
Using Speak, every conversation, message, and document is fully searchable and automatically archived, recorded daily, and sharable with email surveillance providers, offering you a safe, compliance-approved* way to communicate with your clients. Speak also empowers your team to communicate directly with each other by providing team members with access to the same communication threads, which helps to eliminate bottlenecks.
We think Speak will help you overcome many of the biggest challenges advisors face regarding client communication while also freeing up your valuable time for other important client service activities.
Take a quick look at how Redtail Speak works and then imagine the communication efficiencies this tool can bring to your daily operations.
Redtail Speak offers an AI assistant that can help with your client communication efforts. It suggests text message responses based on your previous text history with a specific sender. This feature aims to streamline your communication process by suggesting suitable replies to your incoming messages, which you can then accept/regenerate/edit and send.
Your Redtail CRM contacts can be automatically synced to your Speak account and your chat history with Redtail contacts will be available inside their contact record in the CRM.
With this new feature, advisors can send an identical text message to multiple clients at once (broadcast messages are sent individually to each contact). Similarly, they can also now invite multiple clients at the same time to accept text messages from them moving forward.
With Redtail Speak you can set up text/chat message templates to streamline creation of messages your office tends to send on an ongoing basis. Then, personalize those message templates to suit your individual needs when you use them.
Set up out-of-office replies to automatically send in response to client messages if you know you won’t be available for a certain period. You can also set the date/time for your out-of-office message to clear.
While everyone you engage with via text using Speak must receive and accept a Speak Invite Message from you, your clients and prospects can now initiate that process by sending a message to the telephone number you’ve designated as your Speak number.
Set your Speak account up so that if one of your recipients attempts to call the telephone number assigned to your Speak account, their phone call will be routed instead to the phone number you’ve indicated in your settings, since Speak numbers will only receive texts.
At Redtail we knew there had to be a way to make it easier and more efficient for you to communicate with your clients. At the same time, we understood that security and compliance had to be baked in to take that worry off your plate. With that in mind, we rolled out Redtail SPEAK, the first-of-its-kind integrated messaging platform, purpose-built for advisors and their clients, in late 2017. In 2022, we unleashed Speak from Redtail CRM, making it available to all who would like to take advantage of the streamlined and compliant communication it makes possible.
Redtail is the industry’s favorite CRM for a reason — and now we’re offering plans that include essential Redtail and Orion Advisor Tech, designed for every advisor to scale their firm efficiently. Learn more here.
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*Subject to your BD’s approval