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Average Ratings 2 Ratings

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features
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support

Description

NayaOne serves as a vital entry point into the realm of financial technology, featuring an innovative Sandbox as a Service platform designed to enable institutions to rapidly develop, implement, and assess digital solutions with unparalleled security and efficiency. The integration of emerging technologies with established banking infrastructures frequently poses considerable technical obstacles. Embracing these advancements necessitates upholding the highest levels of data protection and adherence to regulatory requirements. Expanding a business through innovative avenues is fraught with risks, and often, these transformations depend on third-party technology. Additionally, NayaOne's approach not only streamlines this process but also enhances collaboration among various stakeholders in the financial ecosystem.

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
Chat Agents
Chief
CircleBlack
Desktop.com
GoTo Connect
Intulse
Moneytree
Morningstar Advisor Workstation
Moxo
MyRepChat
PlaybookBuilder
Pulse
Raklet
Riskalyze
Shift
Simplii
T-Max Phone Systems
Wufoo
Zoho Directory

Integrations

CallHarbor
Chat Agents
Chief
CircleBlack
Desktop.com
GoTo Connect
Intulse
Moneytree
Morningstar Advisor Workstation
Moxo
MyRepChat
PlaybookBuilder
Pulse
Raklet
Riskalyze
Shift
Simplii
T-Max Phone Systems
Wufoo
Zoho Directory

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

NayaOne

Country

United Kingdom

Website

nayaone.com

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

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

Alternatives

Alternatives

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