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Description
Ouro is a worldwide financial technology and payment-program platform that enables companies to develop customized debit, prepaid, payroll, rewards, incentive, tip, and disbursement solutions tailored for both customers and employees. The platform boasts comprehensive program management features that merge bank and payment network collaborations with a robust processing infrastructure, open APIs, development tools, data analytics, money transfer functionalities, cash-in options, and an extensive retail distribution network. With these tools, businesses are equipped to create personalized physical and digital financial products aimed at enhancing customer loyalty, broadening their market reach, elevating brand visibility, and enriching employee experiences. The debit solutions provided by Ouro can encompass features such as direct deposit, seamless currency exchange, cashback rewards, fraud prevention, identity theft safeguards, and various other security enhancements, all dependent on the specific program. As a result, Ouro not only facilitates financial transactions but also empowers businesses to build stronger connections with their clientele and workforce.
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
Chief
No
CircleBlack
No
Desktop.com
No
Documati
No
FP Alpha
No
Go Integrator Cara
No
GoTo Connect
No
Hubly
No
Intulse
No
Integrations
CallHarbor
Yes
Chief
Yes
CircleBlack
Yes
Desktop.com
Yes
Documati
Yes
FP Alpha
Yes
Go Integrator Cara
Yes
GoTo Connect
Yes
Hubly
Yes
Intulse
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Ouro
Founded
1999
Country
United States
Website
www.ouro.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
