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Redtail CRM from Redtail Technology
Offers a user-friendly interface for managing client relationships, tracking interactions, storing documents, and integrating with various financial planning tools and platforms.
Product analysis by function
Communication Management Systems for Client Services
Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
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Channel Support and Integration
(0 Yes /0 Known /11 Possible features)
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Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media. |
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Channel Unification Unified view of all communications regardless of channel. |
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Channel Switching Ability to switch or escalate conversations between channels seamlessly. |
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APIs for Channel Integration Availability of APIs for custom integration with new channels. |
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Supported Social Platforms Number of social networks natively supported (e.g., Twitter, LinkedIn, Facebook). |
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Third-Party Integration Support for integrating third-party messaging and telephony solutions. |
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Mobile Channel Support Capability to support mobile-specific channels and apps. |
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Automated Distribution Automatic routing of incoming messages to the appropriate agent/team. |
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Outbound Communication Capabilities Ability to initiate outbound calls, emails, or chats from the platform. |
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Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel. |
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Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels. |
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Compliance, Recording & Archiving
(0 Yes /0 Known /11 Possible features)
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Call Recording Automatic recording of voice interactions. |
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Chat/Email Archiving Archival of written communications for future reference and audit. |
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Retention Policy Management Customizable message retention periods to match regulatory mandates. |
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Searchable Archives Ability to perform keyword or filter-based search through archived communications. |
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Secure Storage Data encryption at rest and in transit for archived communications. |
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Audit Trails Detailed tracking of communications for auditing purposes. |
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Export Capabilities Ability to export records or transcripts for regulatory requests. |
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Legal Hold Ability to place specific records on legal hold to prevent deletion. |
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Data Purging Automation Automated deletion of records based on defined retention policies. |
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Compliance Certifications Certified compliance with relevant financial or data privacy regulations. |
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Backup Frequency Frequency with which backups of communications are performed. |
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Performance and Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Support Maximum number of users that can operate the system simultaneously. |
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Message Throughput Number of processed messages per second. |
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Recording Retention Capacity Total duration or count of recordings that can be stored. |
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Latency System response time for message delivery or retrieval. |
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Uptime Guarantee Vendor-promised service availability. |
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Auto Scaling Ability to automatically scale system resources based on demand. |
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Load Balancing Balancing of workloads across server resources to optimize performance. |
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Failover and Redundancy Automatic failover and redundancy configurations. |
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Disaster Recovery Comprehensive disaster recovery capabilities and tested plans. |
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Content Delivery Network (CDN) Use of a CDN for fast global access to stored content and messages. |
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Security
(0 Yes /0 Known /10 Possible features)
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End-to-End Encryption Encryption of data in transit and at rest from sender to receiver. |
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Multi-Factor Authentication MFA for agent and administrator access. |
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Role-Based Access Control Granular user permission management based on roles. |
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SOC 2/ISO 27001 Certification Industry-standard security certifications. |
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Single Sign-On (SSO) Ability to log in using a firm’s SSO infrastructure. |
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Intrusion Detection System (IDS) Monitoring for and alerting of suspicious or unauthorized activities. |
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Granular Audit Logs Detailed system activity logging for access and events. |
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Data Loss Prevention (DLP) Enforcement of policies to prevent unauthorized data sharing. |
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Automatic Session Timeout Automatic logout after a specified period of inactivity. |
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Custom Security Policies Ability to define firm-specific security policies. |
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Agent Productivity and Workflow
(0 Yes /0 Known /10 Possible features)
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Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks. |
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Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team. |
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Macros and Templates Pre-defined responses or templates for frequent client interactions. |
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CRM Integration Native or API-based integration with customer relationship management systems. |
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Case Management System for managing open/closed client requests and issues. |
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Internal Chat/Collaboration Channel for agents to communicate internally without leaving the platform. |
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Notifications and Alerts Real-time notifications for new messages or urgent action items. |
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Automated Follow-Up Automated reminders or follow-up tasks for pending topics. |
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Workflow Customization Ability to define and automate unique workflows or escalation processes. |
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Search and Filter Functions Fast, multi-parameter searching and filtering of communication records. |
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Client Experience and Self-Service
(0 Yes /0 Known /10 Possible features)
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Client Portal Access Clients can log in to view past correspondence, statements, and open tickets. |
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Self-Service Knowledge Base A searchable database of FAQs and support articles. |
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Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries. |
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Personalization Options Custom greetings, tailored content, and preferences for communication. |
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Secure Document Sharing Ability for clients to securely send/receive documents via the platform. |
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Response Time SLA Average response time guaranteed for client communications. |
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Real-Time Status Updates Clients receive real-time updates on the status of their inquiries. |
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Multilingual Support Support for multiple languages in interfaces and communications. |
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Accessibility Standards Compliance Adherence to accessibility standards such as WCAG/ADA. |
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Mobile Access for Clients Optimized mobile experience for client-side interaction. |
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Integration and API Ecosystem
(0 Yes /0 Known /10 Possible features)
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Open APIs Availability of open APIs for integration with in-house or third-party applications. |
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Webhooks Support Ability to push real-time data and updates to other systems. |
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Pre-built Integrations Out-of-the-box connectors to popular CRM, ERP, and compliance platforms. |
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Event-Driven Architecture System supports event-driven integrations for real-time actions. |
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Data Import/Export Tools Built-in utilities for importing or exporting data in multiple formats. |
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Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation. |
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Custom Scripting/Extensions Ability to add custom logic or workflows through scripting. |
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Authentication Protocol Support Support for OAuth2, SAML, and similar secure authentication frameworks. |
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Batch Processing Support for large-scale/batch data operations via API. |
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Integration Rate Limits Maximum API calls allowed per hour. |
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Reporting and Analytics
(0 Yes /0 Known /10 Possible features)
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Real-Time Dashboards Live reporting on key communications metrics. |
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Custom Report Builder Creation of ad-hoc or scheduled custom reports. |
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Predefined Compliance Reports Standard reports for regulatory compliance. |
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Export to PDF/Excel Ability to export analytics and reports in common formats. |
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Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate). |
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Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings. |
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Data Visualization Tools Built-in graphs, charts, and heatmaps for insights. |
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Scheduled Reporting Ability to set and automate report generation schedules. |
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Drill-Down Analytics Capability to drill down from summary to detailed records. |
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Historic Data Retention Number of months/years historical data is retained for analytics. |
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Artificial Intelligence and Automation
(0 Yes /0 Known /10 Possible features)
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AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills. |
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Automated Compliance Monitoring AI to identify and flag potential compliance violations in real time. |
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Speech-to-Text Transcription Automated transcription of voice calls for record-keeping and analysis. |
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Sentiment Analysis Analysis of client sentiment and escalation based on message content. |
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Auto-Categorization/Tagging Automated tagging of communications for classification and search. |
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Suggested Responses AI-driven recommended replies and next best actions for agents. |
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Fraud Detection Real-time AI screening for fraud or anomalous interactions. |
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Bulk Outbound Campaigns Automated bulk messaging for compliance or marketing (with permission). |
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Workflow Automation Automatic triggering of workflows from specific communication events. |
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Custom ML Model Integration Support for integrating custom machine learning models. |
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Customization and Branding
(0 Yes /0 Known /10 Possible features)
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Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts. |
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Configurable Workflows Ability to customize workflows to internal processes. |
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Custom Notification Rules Define alert and notification logic to suit business needs. |
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Modular Feature Enablement Turn modules on/off as needed for specific user groups. |
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Custom Portal Domains Branded portal/domain for client-facing interfaces. |
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Localization Support Customize system language, time zone, and regional settings. |
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Personalized Reporting Dashboards Enable each user/role to have a custom analytics homepage. |
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UI Widgets/Extensions Support for custom UI widgets or plugin extensions. |
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White-labeling Options Remove vendor branding for full white-label deployment. |
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Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms. |
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Support & Vendor Management
(0 Yes /0 Known /10 Possible features)
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24/7 Support Availability Access to live support at all times. |
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Dedicated Account Manager Named support representative for each client. |
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Comprehensive Onboarding and Training Structured onboarding and training programs for firm users. |
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User Community/Forums Online user communities for knowledge sharing. |
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Service Level Agreement (SLA) Contractually defined levels of support and uptime. |
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Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides. |
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Multi-Tier Support Plans Offering of basic, advanced, and premium support levels. |
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Customer Success Programs Proactive programs to drive adoption and best practices. |
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Regular Product Updates Frequent enhancements and bug fixes. |
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Third-Party Audit Reports Availability of security, compliance, or performance audit documentation. |
. | No information available |
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