Salesforce Financial Services Cloud
Redtail CRM
Simple
SmartOffice
DealCloud
Money Guide Pro
LearnVest
TAMARAC
QuoteMedia
Plaid
Verafin
Digital Insight
Ensenta
FIS Global
Banno
Dianomi
QuoteMediaBased on our record, QuoteMedia seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
3'rd qtr. Conference call has been attached to the company's website ( quotemedia.com ) CEO says company just had their best quarter ever and next year will be better yet! While you are on their site check out the list of testimonials from their "A" list of company customers. Source: over 1 year ago
I dont even know what a sine wave really is honestly - but I believe thats essentially what ive been 'seeing' lately. quotemedia.com shows various metrics that seem to point out a similar, or at least concurrent pattern in the pricing graphs/data. Source: about 2 years ago
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
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.
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.