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Redtail CRM VS InsightsCRM

Compare Redtail CRM VS InsightsCRM and see what are their differences

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Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.

InsightsCRM logo InsightsCRM

Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
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ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain sustainable. Our offerings help broker-dealers to raise productivity and cost competitiveness as well as improve their revenue generation prospects.

Redtail CRM videos

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

InsightsCRM videos

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Category Popularity

0-100% (relative to Redtail CRM and InsightsCRM)

Redtail CRM

InsightsCRM

Business & Commerce
100 100%
Business & Commerce
0% 0
CRM
69 69%
CRM
31% 31
CRM Platforms
0 0%
CRM Platforms
100% 100
Finance
100 100%
Finance
0% 0

Questions and Answers

As answered by people managing Redtail CRM and InsightsCRM.

What makes your product unique?

InsightsCRM's answer:

A CRM that offers Intuitive Designs and Navigation Features, Significant UI/UX advantages over competitors' offerings, transaction-level confidentiality across interactions, and Intelligent Email Integration Features while maintaining user-level discretion.

Why should a person choose your product over its competitors?

InsightsCRM's answer:

Zero-cost implementation Model with maximum flexibility and robustness Domain-centric platform
Significant licensing cost advantages compared to generic CRMs
Effective Knowledge Management
Easy to customize processes and workflows
Powerful and efficient prospecting capabilities to boost the deal success rate

How would you describe your primary audience?

InsightsCRM's answer:

Investment Bankers, Capital Markets Professionals, Asset Managers, and Traders

What's the story behind your product?

InsightsCRM's answer:

To eradicate real-world challenges, such as Information Silos, Transaction-level Discipline &Discretion, Maintaining Client Trust & Confidentiality, Speed of Customer Engagement, and Success of Investment Bankers or Financial Advisors.

Which are the primary technologies used for building your product?

InsightsCRM's answer:

ASP.NET CORE, HTML 5, Bootstrap, JQUERY/JAVASCRIPT

Who are some of the biggest customers of your product?

InsightsCRM's answer:

Berenberg Capital, Erik Penser, and Ambit Capital

User comments

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What are some alternatives?

When comparing Redtail CRM and InsightsCRM, you can also consider the following products

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

DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

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

SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.

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.

Money Guide Pro - Money Guide Pro is a financial planning software solution.

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