Redtail integrates directly with Smarsh capture & archiving solutions to help your organization meet its recordkeeping, supervision, and e-discovery obligations. Your team can review large quantities of email and identify risk faster, more easily, and more effectively.
- Redtail email is geared towards financial services professionals and integrates directly with the Redtail CRM so users have their email correspondence dynamically linked to client records.
- Smarsh captures all Redtail email communications alongside additional metadata and recipient data, including BCC recipients and distribution group recipients using envelope journaling.
- With its ease of integration, secured transport via TLS encryption, and robust functionality, Smarsh provides an ideal solution for archiving your organization’s email sent through the Redtail server.
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