roomvu vs Redtail Speak: Earn the Attention, or Send the Texts

Redtail Speak is a compliant one-to-one texting platform for advisors, built to keep every client message on the record. roomvu is a done-for-you content engine that gets you seen by the people who are not clients yet.

roomvu and Redtail Speak both get filed under AI tools for financial advisors, so they land on the same shortlist. They solve different problems. Redtail Speak is a compliant one-to-one text-messaging platform: it lets you text clients, archives every message for the record, and files it inside Redtail CRM. roomvu is a done-for-you content engine: it turns your local market into branded video and posts it across your social networks automatically. If your problem is texting clients while staying inside SEC and FINRA recordkeeping rules, that points to Redtail Speak. If your problem is that not enough people in your market know your name yet, that is the job roomvu is built for.

One is the inbox. One is the feed.

The cleanest way to see it: these two tools live on opposite sides of the relationship, and they never touch.

Redtail Speak: the inbox

Hi, quick question on my policy renewal?

Happy to help. Let us review it today.

Perfect, thank you.

Private, one-to-one. A compliant channel to people who are already your clients, archived for the record.

roomvu: the feed

▶

Public, one-to-many. Branded video that reaches the people in your market who are not clients yet.

Redtail Speak can only reach people who already gave you their number. roomvu reaches the ones who have not. That is the whole relationship: one handles the conversation once it exists, the other creates the visibility that starts it.

What each one actually does

roomvu: the done-for-you branded video engine

roomvu reads your local market and turns it into original branded video, including AI avatar and voice-cloned video, then posts it across your social networks on a schedule. You set it up once and it keeps you visible. Three things make it work: zero-effort consistency, so posts go out even in the weeks you are slammed; a large content-intelligence network, so the system learns what earns attention; and hyperlocal, market-aware content, so what you post is relevant to your area rather than generic. It does not text your clients or file messages for compliance. That is not its job.

Redtail Speak: the compliant client-texting platform

Redtail Speak is a compliant text-messaging platform for financial advisors. Advisors and their teams text clients one-to-one from desktop or mobile, and every inbound and outbound message is captured, archived, and automatically attached to the client’s record in Redtail CRM. It is built to meet SEC and FINRA recordkeeping requirements, includes supervision and review tools so compliance teams can search threads by keyword, contact, or team member, and can hand messages to a third-party archiving provider like Smarsh. Redtail describes Speak as SOC 2 Type II certified for data security (vendor-asserted). It is a communication and recordkeeping tool; it does not create content, run your social media, or make video.

At a glance

These two are not the same kind of tool, so scoring them feature by feature would be a category error. Redtail Speak does not make video, and it never claimed to. roomvu does not archive your client texts, and it never claimed to. The honest view is where each one works.

Dimension | Redtail Speak | roomvu
Core job | Compliant one-to-one client texting | Branded video content and auto-posting
Direction | Private, one-to-one | Public, one-to-many
Who it reaches | Existing clients who gave you their number | Your whole market
Archiving for the record | Yes, into Redtail CRM | A different job, not applicable
Makes video / social content | No | Yes, original branded video
Best fit | Advisors on Redtail CRM who must text on the record | Producers who need to be seen in their market

Where Redtail Speak is the stronger choice

To be clear about it, Redtail Speak is the right tool, not roomvu, in these cases:

Redtail Speak fits when

You need to text clients and keep the record. Regulators treat business texts as business communications that may need to be supervised and retained, and Speak is built for exactly that.

You already run Redtail CRM. Speak attaches every message to the right contact record automatically, so the integration is the whole point.

Your compliance team needs supervision tools: keyword review, per-contact and per-team-member search, and archiving handoff to a provider like Smarsh.

If any of that is your problem, roomvu is not the answer, and Redtail Speak does that job well. roomvu is aimed at a different one: getting found by people who are not clients yet.

Where roomvu wins

Now the other problem: nobody buys from an advisor they have never heard of. Redtail Speak can only reach people who already gave you their number, so it cannot fill the top of the funnel. That is the gap roomvu closes. It keeps you visible in your market without adding a task to your week: it builds the branded video, matches it to your local market, and posts it for you. The outcome you are buying is attention, showing up consistently so that when someone in your area needs an advisor, they already know your face.

Consistency is the part most people cannot sustain on their own, and roomvu makes it automatic. You do not script, film, edit, or remember to post. It happens.

One agent’s story, from real estate: Bob Sprague, a Northern Colorado real estate agent and not a financial producer, reached roughly 220,000 organic views by posting consistently through roomvu. That is one agent’s story, a real-estate result rather than financial services, and a possibility, not a guarantee. It shows what consistent, market-aware content can do for someone’s visibility. Honest disclosure: roomvu does not yet have a published advisor or insurance case study, so if proof from your exact vertical is your deciding factor, that gap is real and worth naming.

A note on compliance

Financial advisors may fall under FINRA as broker-dealer reps, under the SEC or state regulators as investment adviser reps, or both, depending on registration. Insurance agents follow state advertising rules and their carrier and agency policies. roomvu’s content is compliance-ready and configurable to your firm’s policies. It is not “compliant” in the absolute, and roomvu never approves content on your firm’s behalf. Your firm, carrier, or broker-dealer does.

How roomvu’s model works

A real person reviews every post. It is human-in-the-loop, not bot-only.

Your office can approve every post before it goes live, approve-first, or review-and-veto ahead of the scheduled date.

Every post carries a disclosure that it is educational, not advice.

Visuals are fully licensed and copyright-cleared, or you can use your own.

No client images, names, or private data, ever.

Testimonials are off by default, and configurable with disclosures where your firm permits.

Every post is archived for seven years, tamper-proof and exportable on demand.

This model fits independent agents and permissive-firm or RIA advisors best. If you work at a captive firm with strict, centralized rules, confirm with your compliance office before using any third-party content tool, roomvu or otherwise. No tool clears every firm’s rules automatically.

On price, straight up

roomvu

Self-serve, month-to-month

Month-to-month paid plans with a 7-day money-back guarantee, and a free tier to try it. You sign up yourself, no procurement cycle.

Confirm current rates on roomvu.com/pricing before publishing.

Redtail Speak

Part of Redtail CRM

Redtail Speak is sold through Redtail Technology’s plans rather than as a standalone content tool, so it is priced as part of a CRM subscription.

Confirm current plan and pricing on redtailtechnology.com before publishing; do not state an unverified figure.

Because they do different jobs, this is not a like-for-like price comparison. The point worth keeping is that roomvu is low-commitment and self-serve to start, and it is the only one of the two that produces the video that gets you found.

The bottom line

Choose roomvu

If your problem is visibility, not enough people in your market know who you are and you cannot keep up a posting habit on your own, roomvu is built for exactly that: branded video that runs itself and posts consistently whether you log in or not.

Redtail Speak solves a different problem: if you need to text clients and keep every message on the record, or you run Redtail CRM and want texting built into it, that is its job and roomvu does not do it. It is a compliant one-to-one messaging tool, not a way to get found by people who are not clients yet.

Get found by the people in your market who are not clients yet.