Redtail Speak - Text Compliantly! [19:17]


Ever need to compliantly archive and store text communication sent to a prospect or client? Redtail has put together a new tool for the advisor toolbox and it’s called Redtail Speak! Learn the ins and outs during this special sneak peek at the newest software in financial technology!

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Click the link below for more information on each of the features covered in the video:

01:40 - Speak Guideline


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