List of Redtail Speak Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Redtail Speak customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Redtail Speak for Collaboration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Redtail Speak for Collaboration include: Mariner Wealth Advisors, a United States based Banking and Financial Services organisation with 1750 employees and revenues of $262.0 million, Carson Group, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Redtail Speak, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Redtail Speak customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Carson Group | Professional Services | 10 | $1M | United States | Orion Advisor Solutions | Redtail Speak | Collaboration | 2023 | n/a | In 2023, Carson Group is inferred to have adopted Redtail Speak through Orion Advisor Solutions' Advantage Stack, reflecting its broader use of Orion advisory technology and platform services across client communications and operations in the United States. Redtail Speak is deployed as a Collaboration application to introduce compliant client texting and advisor internal collaboration capabilities that align with Carson Group's advisory service delivery workflows. The integration aligns with Orion's announced availability of Redtail Speak to Orion clients, indicating the application sits alongside Orion data and client record services used by Carson Group. Deployment appears to emphasize integration with Orion Advisor Solutions for contact linkage and auditability, placing Redtail Speak messaging within advisor-facing workflows rather than as a standalone consumer tool. Configuration and functional modules would focus on secure messaging, audit trails, role-based access controls, and supervisory review workflows consistent with Collaboration category functionality and advisory compliance needs. Operational scope centers on client service, operations, and compliance teams that manage advisor-client communications, with governance controls and retention policies implemented to align messaging activity with existing Orion-based operational processes. | |
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Mariner Wealth Advisors | Banking and Financial Services | 1750 | $262M | United States | Orion Advisor Solutions | Redtail Speak | Collaboration | 2023 | n/a | In 2023 Mariner Wealth Advisors, a long-standing Orion client in the United States, was positioned to adopt Redtail Speak as part of Orion’s Advantage Stack to extend Collaboration capabilities for advisor teams. Redtail Speak is presented in this context as a Collaboration application that would align with Mariner’s existing use of Orion’s technology stack for portfolio and client service operations, tying the application to advisor efficiency and client delivery workflows. Deployment would be provisioned through the Orion Advantage Stack, embedding Redtail Speak into advisor-facing communication workflows and client outreach channels. Functional capabilities implied by the integration include compliant texting and team collaboration, with standard collaboration features such as message capture and audit trails to support compliance and recordkeeping within advisory operations. Operational coverage is centered on advisor and client service teams across Mariner’s U.S. operations, leveraging Orion’s platform for user provisioning and controls. Governance and process alignment would emphasize communications compliance and policy enforcement through the platform, ensuring Collaboration tooling is managed alongside existing portfolio and client service systems. |
Buyer Intent: Companies Evaluating Redtail Speak
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