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Average Ratings 2 Ratings

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ease
features
design
support

Description

As the premier partner in currency technology, our reputation is built on the trust of some of the most prominent organizations globally, which is reflected in our name. Over 200 of the world's leading and most innovative entities rely on our services. Our subscription-driven SaaS platform and transactional network form a crucial part of their operational framework, addressing needs in payments, pricing, trading, and risk management. Our adaptable cloud-based SaaS technology guarantees the most dependable trading solutions available, with the flexibility to grow alongside your business goals. Designed with a comprehensive workflow, our platform efficiently supports liquidity aggregation, risk management, and essential FX operations at a consistent subscription rate. We cater to banks, brokers, and cross-border payment companies, providing both internal and external currency services along with trading solutions. Additionally, we facilitate access to the expanding cryptocurrency sector, ensuring an institutional-grade trading experience characterized by reliability and performance. With our innovative technology, organizations can confidently navigate the complexities of the global currency market.

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

CallHarbor
CircleBlack
Desktop.com
Dialpad Ai Sales
Formstack Documents
Go Integrator Cara
GoTo Connect
Levitate
Marsview Notes
Moneytree
Monster VoIP
Morningstar Advisor Workstation
Nitrogen
PlaybookBuilder
Pulse
Raklet
Referral Factory
Riskalyze
Simplii
T-Max Phone Systems

Integrations

CallHarbor
CircleBlack
Desktop.com
Dialpad Ai Sales
Formstack Documents
Go Integrator Cara
GoTo Connect
Levitate
Marsview Notes
Moneytree
Monster VoIP
Morningstar Advisor Workstation
Nitrogen
PlaybookBuilder
Pulse
Raklet
Referral Factory
Riskalyze
Simplii
T-Max Phone Systems

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

Integral

Country

United States

Website

www.integral.com

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Currency Exchange

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

Financial Services

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

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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