Type Less, Say More!

In May 2023, we introduced an AI chat assistant feature for Redtail Speak, which let you streamline your communication process by suggesting suitable replies to your incoming messages. Today, we’re excited to introduce an all-new auto-complete enhancement to Speak’s AI assistant. Here’s how it works: Just start writing your new message; the AI assistant will give suggestions to complete the message, and you can hit TAB to accept. Let the Speak AI chat assistant finish your sentence for you, making your conversations quicker and more efficient. And because this new tool reviews your conversation and suggests text based on the 10 most recent messages in a room, Redtail Speak’s AI chat assistant ensures context-aware responses that align perfectly with your ongoing conversation.

By building on the foundation of the AI assistant, Redtail Speak’s new auto-complete function can help you take your client communication to the next level, allowing you to breeze through chats, reference past discussions effortlessly, and streamline your messaging process. With this enhancement, Redtail Speak’s AI chat assistant is your ultimate solution for having smart and efficient conversations with clients and prospects — try it now and experience the future of effortless communication at your fingertips.

The AI chat assistant integration is a third-party integration driven by OpenAI, L.L.C. or their affiliates (“OpenAI”), allowing for integrated access to the OpenAI services, including ChatGPT functionality. Redtail Speak users are able to turn the integration on or off at their discretion.

Instructions for enabling the AI assistant at the database and user level, as well as more detail on usage, can be found here.

2890-OAT-10/19/2023

Redtail Speak now 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.

The AI assistant integration is a third-party integration driven by OpenAI, L.L.C. or their affiliates (“OpenAI”), allowing for integrated access to the OpenAI services, including ChatGPT functionality. Redtail Speak users can turn the integration on or off at their discretion.

Instructions for enabling the AI assistant at the database and user level, as well as more detail on usage, can be found here.

1258-OAT-5/5/2023

We’re rolling out two updates to the Redtail Speak platform today: 1) an allowance for incoming text messages (without an invite) and 2) a Call Forwarding option for Pro level Speak accounts.

Incoming Text Messages

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. You’ll still need to respond with, and they’ll still need to accept, your Invite Message when you receive these first incoming messages from them, but this new functionality allows you to begin advertising the phone number you use for Redtail Speak. This, in turn, allows your clients and prospects to begin taking advantage of the opportunity to contact you via this communication channel prior to your reaching out to them via text. More details are available here.

Call Forwarding

If you have a Pro-level subscription to Redtail Speak, you now have access to Call Forwarding. This means that you can 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. More details on Call Forwarding are available here.

0297-OAT-2/1/2023

Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, spoke about the most important factors for advisors in choosing their tech stacks with Advisorpedia at the Riskalyze Fearless Investing Conference in October 2022. You can view that video here.

 

2107-OAT-11/3/2022

Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, recently discussed compliant text messaging, most-in-one solutions, and Orion’s upcoming roadmap with WealthManagement TV at the Fearless Investing Summit. You can view that video here.

2062-OAT-10/31/2022

If you are the database owner for your firm’s Redtail Speak account, you now have access to Reporting from your navigation menu on the left:

 

 

After clicking the Reports option, you’ll see a list of text messages and events from your Speak database, a sample of which is below:

Note there are two buttons above your report, Filters and Export.

If you click the Filters button, you’ll see the below:

Date allows you to filter by some predefined timeframes, or to set a custom date range.

Message Type allows you to filter by any combination of Texting, Team, Direct, or Broadcast messages.

Sender allows you to filter by one specified sender of messages.

If you click the Exports button, you will be provided with the opportunity to download what is currently displayed in your report as a .csv file.

You also have the ability to search the report:

Note: this search box only searches words or phrases in your Text messages themselves. It will not search your message type, your sender names, or system-generated messages (e.g., someone joining or leaving a room).

If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. 2 or at sales@redtailtechnology.com for a live demo and join us for our weekly “Redtail Speak Overview” webinar, where we cover Speak in much greater detail. You can also read more about Speak here.

1855-OAT-10/5/2022

Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, has a new Practice Management piece up at ThinkAdvisor.  Brian talks about embracing the opportunity that we now have to communicate with our clients via text, while also recognizing the costs that may come should we neglect to put processes in place in order to remain compliant when doing so. That piece is available here.

1776-OAT-9/27/2022

Last month we announced that Broadcast Messaging is now available for Redtail Speak. Now, we’re happy to let you know about a small update to this functionality that will allow you to address your contacts individually in your Broadcast Messages. Merge fields for Broadcast Messaging will provide you with the opportunity to personalize these texts, regardless of how many individuals you are sending a given message to.

Inserting a merge field into your messages is as simple as:

• clicking the spot within the Broadcast message area that you would like the merge field to go
• clicking the (x) icon next to the emoji icon
• selecting your merge field

If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. 2 or at sales@redtailtechnology.com for a live demo and join us for our weekly “Redtail Speak Overview” webinar, where we cover Speak in much greater detail. You can also read more about Speak here or about Broadcast Messages specifically here.

We are pleased to announce that one of the top requests of Redtail Speak subscribers is now available on the platform. You now have the ability to send one text message to multiple clients (bulk text messaging) which displays as an individual text message for each recipient. This new functionality is called Broadcast Texts and you can learn more about how to use it here. Along with this capability we have also introduced the feature to bulk invite your contacts to text with you (again, displaying as an individual message for each recipient).

If you aren’t a subscriber and would like to learn more about Redtail Speak, it offers a compliant way for you to text message your clients and collaborate with your staff in real-time and is available as a standalone texting/chat solution, while offering integration with Redtail CRM for those who subscribe to both solutions.

With texting now an everyday part of every generation’s lives, incorporating a texting solution into your practice as a financial advisor allows you to solidify your client relationships through more effective engagement and improved communications. 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 while also documenting important internal conversations.

In addition to the new Broadcast Texting feature, below are some of the updates introduced when we rolled out our new version Redtail Speak early in 2022:

• the ability to schedule your messages for delivery at a later date/time:
• the ability to create Message Templates to streamline creation/delivery of commonly sent messages of a similar nature:
• the ability to customize individual users’ texting Invite Message to your clients:
• the option to set Out of Office messages for defined periods
• a completely new user interface accessed via browser tab rather than as a pull-out module within Redtail CRM
• access for non-Redtail CRM users; integration with Redtail CRM for those who are CRM subscribers
• a new app to make communications on-the-go even easier
• flexible pricing based upon your needs
• a trial version to determine if Redtail Speak will meet the needs of your office

And, just as with the prior versions of Redtail Speak:

• enjoy secure texting with your clients
• everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.
• you can send and receive attachments—images, Office files, etc. View images inline, with no need to download.
• you have unlimited channels for group team chats and unlimited private direct messaging for one-on-one conversations with other team members
• expect full emoji support

We’re confident Redtail Speak will help you improve your overall client experience by allowing you to meet your clients where they live in terms of preferred communication channels.

If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. 2 or at sales@redtailtechnology.com for a live demo and join us for our weekly “Redtail Speak Overview” webinar, where we cover Speak in much greater detail. You can also read more about Speak here.

SACRAMENTO, Calif, January 11, 2022 /BUSINESS WIRE/ (original press release here) — 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 processes and accessibility, both for those who use Redtail CRM as well as for those who don’t.

Contacts

StreetCred PR

Allie Zendrian
Allie@streetcredpr.com
516-581-7202

Jason Lahita
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973-460-7837