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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
25
Oct
2023
Release Note Focus: AI chat assistant auto-complete in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
28
Aug
2023
New integration with RingCentral!
Category: Integrations
The RingCentral Unified CRM extension embeds a fully functional webphone into Redtail, making it easier to connect and communicate.
10
May
2023
Release Note Focus: AI assistant now available in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
07
Feb
2023
Release Note Focus: Two new Redtail Speak features now available
Category: Release Notes
Incoming text messages (pre-invites) and Call Forwarding (for Pro level accounts) are now available in Redtail Speak.
25
Oct
2022
Introducing Redtail Campaigns!
Category: Marketing
Redtail Campaigns, a new marketing platform powered by Snappy Kraken, is now available during an Early Access period for advisors looking to ramp up their prospect and client e...
05
Oct
2022
Release Note Focus: Reporting now available in Redtail Speak
Category: Release Notes
We continue to add new features to Redtail Speak, with the latest being reporting capabilities for Speak database owners.
09
Sep
2022
Release Note Focus: Merge fields now available for Broadcast Messaging in Redtail Speak
Category: Release Notes
We continue to add new features to Redtail Speak, with the latest being the addition of merge fields for broadcast messaging!
02
Aug
2022
Release Note Focus: Redtail Speak now offers Broadcast Messaging
Category: Release Notes
We continue to add new features to Redtail Speak and the latest addition is one of the most highly requested by users: broadcast messaging!
05
Jul
2022
Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals
Category: Survey
Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.
29
Mar
2022
Redtail Technology’s Financial Planning Career Perceptions 2021 Survey – In Conjunction with Brigham Young University-Idaho
Category: Survey
In October of 2021, Redtail conducted its Financial Planning Career Perceptions survey of financial professionals and students.