Redtail Speak

Last published : Apr 17, 2026
Redtail is a CRM system that focuses on financial advisor/client relationships. The Speak feature is an add-on model that allows advisors to communicate with their clients, team members, and the overall company. Through its Speak platform, Redtail can send text messages to communicate with the clients and recognizes the need for compliance.
Arctera Insight Capture collects Redtail Speak messages from the Redtail Speak SMTP server. For setting up an SMTP server, contact Arctera Support.