Redtail Technology Opens Text Messaging Platform to Entire Financial Advisory Community
Redtail Speak provides a compliant and personalized texting/chat solution with more built-in tools to drive communication efficiencies SACRAMENTO, Calif.–(BUSINESS WIRE)–#BrianMcLaughlin—Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms, has upgraded Redtail Speak — a compliance-approved, real-time communication platform for financial advisors — with enhancements focused on improving collaborative […]