Average Ratings 2 Ratings
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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.
Description
The WNS-Vuram Card Dispute Management System serves as a comprehensive platform tailored for financial institutions to effectively oversee the complete lifecycle of card disputes, starting from the initial submission to the final resolution and settlement. By consolidating all aspects of dispute management into one streamlined system, it enables organizations to handle chargebacks, representations, write-offs, and fraud investigations with enhanced speed and precision. The system facilitates multichannel dispute intake, empowering customers to initiate disputes through various means such as phone calls, emails, chat, or self-service portals, while ensuring that agents and back-office personnel work within a cohesive workflow. Additionally, CDMS employs intelligent automation techniques to accurately identify dispute reason codes, validate claims, and prioritize cases, which significantly reduces the need for manual intervention and lowers the likelihood of errors. Furthermore, it seamlessly integrates with core banking systems, card networks, and outside data sources, offering a comprehensive view of transactions, customer histories, and potential fraud indicators, thereby enhancing overall decision-making processes. This innovative approach not only streamlines operations but also fosters a more efficient dispute resolution environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Chat Agents
Yes
Chief
Yes
CircleBlack
Yes
Dialpad Sell
Yes
Documati
Yes
Formstack Documents
Yes
Go Integrator Cara
Yes
Levitate
Yes
Marsview Notes
Yes
MoneyGuide
Yes
Integrations
Chat Agents
No
Chief
No
CircleBlack
No
Dialpad Sell
No
Documati
No
Formstack Documents
No
Go Integrator Cara
No
Levitate
No
Marsview Notes
No
MoneyGuide
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Redtail Technology
Founded
2003
Country
Sacramento, CA
Website
www.redtailtechnology.com
Vendor Details
Company Name
WNS-Vuram
Founded
2011
Country
India
Website
www.vuram.com/plug-n-play-solutions/card-dispute-management-system/
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
Product Features
Chargeback Management
Chargeback Dispute Management
No
Chargeback Insurance
No
Chargeback Prevention
No
Chargeback Recovery
No
For Banks / Issuers
No
For Merchants
No
For Suppliers / Manufacturers / Distributors
No
Fraud Detection
No
Reporting / Analytics
No
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
