Average Ratings 0 Ratings
Average Ratings 2 Ratings
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
Integrations
AppointmentCore
Axis LMS
Chat Agents
CircleBlack
FP Alpha
Formstack Documents
Go Integrator Cara
Marsview Notes
Moneytree
Moxo
Integrations
AppointmentCore
Axis LMS
Chat Agents
CircleBlack
FP Alpha
Formstack Documents
Go Integrator Cara
Marsview Notes
Moneytree
Moxo
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