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HERE Enterprise BrowserEverything works right here™. The product of years of collaboration with the world’s largest financial institutions, HERE Enterprise Browser is the first and only browser that solves both enterprise security and workforce productivity. Built on Google Chromium, HERE streamlines workflow and improves employee experience.
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
Yes
API Access
Has API
No
Integrations
CallHarbor
No
Chat Agents
No
Desktop.com
No
Documati
No
Formstack Documents
No
Hubly
No
Levitate
No
Marsview Notes
No
MoneyGuide
No
Monster VoIP
No
Integrations
CallHarbor
Yes
Chat Agents
Yes
Desktop.com
Yes
Documati
Yes
Formstack Documents
Yes
Hubly
Yes
Levitate
Yes
Marsview Notes
Yes
MoneyGuide
Yes
Monster VoIP
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
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)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
No
Client Management
No
Custom Account Statements
No
Data Backup Scheduling
No
For Money Exchanges
No
Margin Management
No
Market Data Access
No
Position Management
No
Real Time Currency Quotes
No
Real Time Tracking
No
Transaction Management
No
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
