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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
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
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.
05
Oct
2022
Read Redtail’s October 2022 newsletter
Category: Monthly Newsletter
Read our October newsletter for information on a new upcoming solution from Redtail, new functionality within Speak, a link to our annual survey, and more.
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
Read Redtail’s August 2022 newsletter
Category: Monthly Newsletter
Read our August newsletter for information on a new Speak feature, a new Managing Your CRM series post, Quik! integration updates, and more.
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!
12
Jan
2022
Redtail Technology Opens Text Messaging Platform to Entire Financial Advisory Community
Category: Press Release
Redtail Speak provides a compliant and personalized texting/chat solution with more built-in tools to drive communication efficiencies
11
Jan
2022
Release Note Focus: Redtail Speak is all new in 2022!
Category: Release Notes
Redtail Speak is all new in 2022, with great new features such as Message Templates, Message Scheduling, Out of Office options, and much more!
19
Oct
2021
Pandemic underscores value of CRM
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined InvestmentNews' 3Questions to discuss CRM's value during the pandemic and why software education is so vital.
25
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
Category: Resources
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
11
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #8
Category: Resources
Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.