Redtail Speak enables advisors and their teams to securely text with clients — while automatically archiving messages to meet SEC and FINRA requirements.

Texting is the fastest way to stay connected. With Redtail Speak, you can text compliantly — with confidence.

• Engage in real-time conversations with clients.
• Automatically archive every message for compliance.
• Send and receive texts from desktop or mobile, all integrated with Redtail CRM.

Advisors want to text. Regulators want a record
Texting is the fastest way to reach your clients — but without proper archiving, it puts your firm at risk. And with 64% of firms prioritizing more personalized experiences over the next three years,1 meeting clients where they are isn’t just smart — it’s strategic.

Redtail Speak gives your team a secure, compliant way to text from desktop or mobile, while automatically archiving each message and linking it to the right contact in Redtail CRM.

No manual logging. No personal device risks. No compliance gaps.

Texting is personal. Speak makes it professional.