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Description
Streamline your operations team by cutting down hours of tedious work and transforming transfer times from weeks to mere days. Enhanced data validation through AI leads to a reduction in rejects, enabling quicker transfers. Keep anxious customers calm by providing them with real-time tracking capabilities for their transactions. Our comprehensive and well-structured APIs facilitate automation and seamless processing without delays. The intuitive design of our interfaces, featuring pre-filled fields, simplifies the process for your operations team when dealing with exceptions. Additionally, our integrated compliance reports and reconciliation tools not only save valuable time but also ensure adherence to FINRA regulations. ACATS can present various complexities, including 17 statuses, 33 failure reasons, and hundreds of data codes, but we expertly manage and map all of them. Achieve smooth integration with your current core systems such as FIS/Phase3, BETA, or InteliClear. With GoldenBasis, onboarding new clients becomes effortless as they can simply upload their brokerage account statements. Our AI technology meticulously extracts and verifies the required fields, significantly minimizing errors and enhancing the overall efficiency of the process. This innovative approach not only boosts operational efficiency but also improves customer satisfaction.
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
Integrations
Axis LMS
No
Chat Agents
No
Chief
No
CircleBlack
No
Dialpad Sell
No
FP Alpha
No
Formstack Documents
No
Go Integrator Cara
No
GoTo Connect
No
Hubly
No
Integrations
Axis LMS
Yes
Chat Agents
Yes
Chief
Yes
CircleBlack
Yes
Dialpad Sell
Yes
FP Alpha
Yes
Formstack Documents
Yes
Go Integrator Cara
Yes
GoTo Connect
Yes
Hubly
Yes
Pricing Details
No price information available.
Free Trial
No
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
No
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
GoldenBasis
Country
United States
Website
www.goldenbasis.com
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
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
