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Verafin VS Redtail CRM

Compare Verafin VS Redtail CRM and see what are their differences

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Verafin logo Verafin

Verafin provides compliance, anti-money laundering, and fraud detection software.

Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
  • Verafin Landing page
    Landing page //
    2023-05-06
  • Redtail CRM Landing page
    Landing page //
    2021-09-26

Verafin videos

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Verafin Office

Redtail CRM videos

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

Category Popularity

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

Verafin

Redtail CRM

Personal Finance
100 100%
Personal Finance
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
Other Fin Tech
100 100%
Other Fin Tech
0% 0
CRM
0 0%
CRM
100% 100

User comments

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What are some alternatives?

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

Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.

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

QuoteMedia - Financial web tools that allow users to access real-time​ stock quotes, with live charts and NASDAQ level 2 data.

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

Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.

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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