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Average Ratings 2 Ratings

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ease
features
design
support

Description

AlphaStream enhances the effectiveness of financial markets for your clients while maximizing profitability for your business. The AlphaStream experience platform consolidates all your various financial data sources into a single, cohesive solution designed to provide hyper-personalized market data experiences for each client. Your teams will gain unprecedented insights not only into client behaviors but also into the motivations behind those actions. Explore how your teams can elevate client satisfaction to drive greater profits, refine sales targeting and conversion rates, implement programmatic digital marketing campaigns, tailor educational resources, and much more. This platform uniquely stands out as the first data experience solution specifically crafted to revolutionize real-time financial market data, delivering a customized user experience through the most effective channels. Seamlessly integrate all your financial data, encompassing news, social media, web content, market datasets, alerts, and notifications, into this innovative platform for a holistic approach to client engagement. By leveraging this powerful tool, you can ensure that every interaction with clients is informed and impactful.

Description

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asset-Map
Desktop.com
Go Integrator Cara
GoTo Connect
Mailchimp
MoneyGuidePro
Moneytree
Monster VoIP
Morningstar Advisor Workstation
Moxo
Nitrogen
PlaybookBuilder
Pulse
Referral Factory
Salesforce
Shift
Simplii
Wufoo
X (Twitter)
Zocks

Integrations

Asset-Map
Desktop.com
Go Integrator Cara
GoTo Connect
Mailchimp
MoneyGuidePro
Moneytree
Monster VoIP
Morningstar Advisor Workstation
Moxo
Nitrogen
PlaybookBuilder
Pulse
Referral Factory
Salesforce
Shift
Simplii
Wufoo
X (Twitter)
Zocks

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AlphaStream

Country

United Kingdom

Website

alphastream.io

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Personalization

A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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Alternatives

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