Redtail Speak vs Zocks

Redtail Speak offers a compliant way for you to text message your clients and collaborate with your staff in real-time. 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. Redtail Speak is available as a standalone texting/chat solution, while offering integration with Redtail CRM for those who subscribe to both solutions. Using Speak, every text conversation is fully searchable and automatically archived, recorded daily, and sharable with email surveillance providers, offering you a safe, compliance-approved way to communicate with your clients. 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. We believe Speak will help you overcome many of the biggest challenges advisors face regarding client communication while also freeing up your valuable time for other important client service activities. Some of the features of Redtail Speak include: • its functionality as both a texting solution between advisors and their clients as well as a collaborative communication platform for advisors and staff • its ability to provide secure texting to clients • everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available. • the capability to send and receive attachments—images, Office files, etc. View images inline, with no need to download. • integration with Redtail CRM for Redtail subscribers. For those users, your Redtail CRM contacts can be automatically synced to your Speak account and your chat history with Redtail contacts will be available inside their contact record in the CRM. • it allows you to customize your texting Invite Message to your clients. You can set that message as the default for all your team or allow them to craft their own Invite Messages. • unlimited channels for group team chats and unlimited private direct messaging for one-on-one conversations with other team members • an Out of Office option. You can set this up to automatically send a reply if a client messages you while you are unavailable. You can also set the date/time when this Out of Office response clears. • full emoji support • the ability to view messages you’ve scheduled for a later date and/or time • the ability to include photographs you take as a part of your text or chat messages, if you allow camera access • the ability to use Message Templates you’ve created in order that you might streamline creation/delivery of commonly sent messages of a similar nature About Redtail Technology: Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.

The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you can focus on your clients. Trusted by thousands of advisors at leading firms including Commonwealth, Carson, Osaic, and RFG. MEETING PREP ANYWHERE - Get AI-generated prep notes pulling data from your CRM, emails, and past conversations - Review client history, action items, and discussion topics at a glance - See meeting participants and context - Send personalized prep emails directly from your phone - Perfect for last-minute reviews or when clients move meetings up CAPTURE EVERY CONVERSATION - One-tap voice recording for any client interaction - Add or remove participants during recording for accurate speaker attribution - Works for scheduled meetings and impromptu conversations - Privacy-first and FINRA compliant STAY ORGANIZED ON THE GO - View all upcoming meetings in one place - Calendar sync with meeting type indicators Join thousands of financial advisors saving 10+ hours every week. Download Zocks and transform how you work with clients. Questions? Contact support@zocks.io or visit zocks.io