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Marcus by Goldman Sachs VS Redtail CRM

Compare Marcus by Goldman Sachs VS Redtail CRM and see what are their differences

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Marcus by Goldman Sachs logo Marcus by Goldman Sachs

Personal loans to help manage high-interest credit card debt

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Marcus by Goldman Sachs Landing page
    Landing page //
    2019-10-10
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Marcus by Goldman Sachs videos

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Marcus By Goldman Sachs (REVIEW): Best High Yield Savings Account?

More videos:

  • Review - MARCUS BY GOLDMAN SACHS HIGH YIELD SAVINGS ACCOUNT | Marcus by Goldman Sachs is a F-Boy (Red Flags!)

Redtail CRM videos

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Day-to-Day Habits: Using the Redtail CRM Daily

Category Popularity

0-100% (relative to Marcus by Goldman Sachs and Redtail CRM)

Marcus by Goldman Sachs

Redtail CRM

Personal Finance
100 100%
Personal Finance
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
Fintech
100 100%
Fintech
0% 0
CRM
0 0%
CRM
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Marcus by Goldman Sachs and Redtail CRM

Marcus by Goldman Sachs Reviews

6 Apps to Help You Trim Down Subscriptions—and Save Money
If you see something you're no longer making use of—from a gym membership to a movie streaming service—then you can start the process of not renewing with a tap inside the app for Android or iOS. Not only does Clarity Money make it very easy to find areas in which you can save money, it also simplifies the process of putting those cost-cutting plans into action through your...
Source: www.wired.com
The Best Personal Finance Budget Software with Apps (In 2020)
After you download the app onto your Android, iPhone, or other Apple device, you then connect your accounts to Clarity. The program analyzes your spending data before making suggestions to you on how you can optimize and save your money. Clarity Money is able to do this through their Bill Cancellation service, which identifies wasteful recurring charges and will cancel those...
Source: ptmoney.com
Top 15 Budget Apps to Make Your Personal Finance Goals Easy
Another app that lets you link all of your finances in one spot is Clarity Money. Recently acquired by Marcus (A Division of Goldman Sachs), Clarity Money is a free online budget that allows you to track spending by breaking every transaction down into categories. Clarity Money also follows your recurring expenses, notifying you of any price increases or drops.
Source: www.marriagekidsandmoney.com

Redtail CRM Reviews

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What are some alternatives?

When comparing Marcus by Goldman Sachs and Redtail CRM, you can also consider the following products

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Richie Lending - Shopify for business loan brokers. Our platform helps start, run, and scale a business loan brokerage.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Rocket Money - Find your paid subscriptions and cancel with one click

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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