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Average Ratings 2 Ratings

Total
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features
design
support

Description

Our solution allows telcos and other e-money-licensed companies to offer financial services and payment to their end-users. MFS platform creates new revenue streams and increases customer loyalty. It also helps reach the underbanked or unbanked. This platform is designed to be used by telcos that must comply with PSD2 licensing. Mobile financial services are a revolutionary technology in the concept money. Mobile financial services technology allows telcos to ensure a consistent and sustainable user base while offering services such as direct carrier billing and utility payments, merchant payment capabilities, and many more. It's primarily focused on online transactions, so it can attract more offline partners. Financial inclusion is a key goal of the Global Bank for the Unbanked and Underbanked.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppointmentCore No 
Asset-Map No 
CallHarbor No 
Chief No 
Documati No 
Formstack Documents No 
Go Integrator Cara No 
Hubly No 
Intulse No 
Levitate No 
MoneyGuide No 
Moneytree No 
Morningstar Advisor Workstation No 
Raklet No 
RightCapital No 
Shift No 
Simplii No 
Wealth.com No 
Zapier No 
Zoho Directory No 

Integrations

AppointmentCore Yes 
Asset-Map Yes 
CallHarbor Yes 
Chief Yes 
Documati Yes 
Formstack Documents Yes 
Go Integrator Cara Yes 
Hubly Yes 
Intulse Yes 
Levitate Yes 
MoneyGuide Yes 
Moneytree Yes 
Morningstar Advisor Workstation Yes 
Raklet Yes 
RightCapital Yes 
Shift Yes 
Simplii Yes 
Wealth.com Yes 
Zapier Yes 
Zoho Directory 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 Yes 
iPad App Yes 
Android App Yes 
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 No 

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 No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Tmob

Founded

2009

Country

Turkey

Website

thinksmobility.com/products/mfs-platform/

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Financial Services

Analytics No 
Branch Optimization Yes 
Channel Management Yes 
Compliance Management No 
Customer Engagement Yes 
Performance Management Yes 
Risk Management No 

Online Banking

Brokerage No 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management No 
Marketing Automation No 
Retail Banking Yes 
Single Sign On No 
Transaction Monitoring 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 

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