Using Redtail Speak and NexGen Workflows - AdvisorTouch (Formerly Fox Financial Planning Network) [43:11]


It’s more important than ever to be able to serve and provide value to your clients through organized and efficient back office operations that bolster profitability. We will demonstrate multiple ways to accomplish this.

Redtail Technology recently introduced the Speak add-on to its industry-leading CRM, but many of you may not be aware of all of its capabilities. Speak enables compliant client texting and automatically archives the text messages into Redtail CRM under the client’s record. Redtail users and their clients can leverage Speak as an effective communication tool with multiple uses.

Tune in with Rick Williamson, Redtail’s Lead Trainer, and Deborah Fox, Founder of AdvisorTouch, to learn how to use Speak and other tools to efficiently serve both NexGen and Boomer clients.

Rick will demonstrate how you can immediately begin using Speak to improve communication efficiencies for tasks such as appointment reminders, confirmations, document submissions and more. Deborah will share what happened within 15 minutes of one of her Baby Boomer clients receiving her team’s invitation to gain access to Speak. She will also share how her team is systematizing regular client reminders and requests to send through Speak instead of having to send out emails.

We are also announcing the first ever NexGen workflow library built into Redtail (the first CRM to offer a NexGen workflow template library). Similar to the original, industry-leading Fox workflow templates built into Redtail, these NexGen templates enable you to profitably deliver the services you choose to provide to NexGen clients in an efficient way.

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