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Average Ratings 2 Ratings

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features
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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
Chat Agents No 
CircleBlack No 
Desktop.com No 
Documati No 
FP Alpha No 
Go Integrator Cara No 
Hubly No 
Intulse No 
Mailchimp Yes 
MoneyGuide No 
Monster VoIP No 
Nitrogen No 
PlaybookBuilder No 
RightCapital No 
Salesforce Yes 
Shift No 
Wealth.com No 
Wufoo No 
X (Twitter) Yes 

Integrations

Axis LMS Yes 
Chat Agents Yes 
CircleBlack Yes 
Desktop.com Yes 
Documati Yes 
FP Alpha Yes 
Go Integrator Cara Yes 
Hubly Yes 
Intulse Yes 
Mailchimp No 
MoneyGuide Yes 
Monster VoIP Yes 
Nitrogen Yes 
PlaybookBuilder Yes 
RightCapital Yes 
Salesforce No 
Shift Yes 
Wealth.com Yes 
Wufoo Yes 
X (Twitter) No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

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 No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Personalization

A/B Testing No 
Abandoned Cart Saver No 
Account Based Marketing No 
Behavioral Targeting No 
Campaign Segmentation No 
Content Analytics No 
Contextual Targeting No 
Customer Profiles No 
Experience Management No 
Recommendation Engine No 
Website Personalization No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management No 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management No 
Risk Management No 

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