Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
$20
per month
Talkwalker by Hootsuite
Score8.1 out of 10
N/A
Talkwalker is a consumer intelligence company that bring sin data from 30+ social networks, 150 million websites, and 100 data partners to give customers a unified view of their consumers. Talkwalker is a Hootsuite solution since the 2024 acquisition.
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Talkwalker is well suited for big companies and agencies that are looking for a long-term solution to keep track of the industry and/or their brands and key competitors. While setup requires a bit of dedication (especially in terms of custom filters and tags), once it's done, the tool will give the user a lot of flexibility to analyze the conversations and find the relevant results that answer the business questions. Companies just looking for a tool to track a short time period, or simple things like Twitter hashtags, won't take advantage of the full capabilities of this tool. Therefore, they could feel frustrated when comparing the outcomes/usage versus the costs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Truly global listening platform - monitor a deep range of media types from all over the world. Particularly strong in supporting competitive monitoring and analysis briefs across regions and countries. It monitors content in original language which I believe is a very strong monitoring factor.
Easy to use yet powerful dashboard visualisations - the dashboard interface is among the best I have seen. While it can accomplish many things, and under the hood is a very powerful and complex tool, the user interface is very intuitive, slick, quick and packed with all the KPIs you could want.
Customisation of the tool is a great feature. You can build your own dashboard and reporting spaces to suit your needs. You can schedule alerts from the system in a variety of outputs to keep you up to date with the latest events.
Customer support & technological advancement - the team at Talkwalker are highly proficient, always willing to support our every need, however big or small. Talkwalker aim to release around 4 software updates each year which means the platform is always full of the latest data visualisations and monitoring technologies
Having 'traditional' media monitored alongside social as well as owned media assets in one dashboard space is invaluable to help brands understand where their media footprint lies and how they perform in each media set, relative to the others.
AI - Talkwalker has introduced greater AI capabilities recently which means the capability of the tool in monitoring is ever-increasing, and the accuracy of targeting content and sentiment analysis is improving. The Visual Insights and image recognition technology is a really strong feature, and a very welcome addition to the monitoring aspect
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The system is complicated. With everything that you're able to do, it does come at the cost of simplicity. It definitely requires training and a high level of expertise to properly leverage what it can do.
The system can be slow. If you "ask" it to do too many things at once, it can get hung up and do the spin of doom.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The platform is easy to use and train on. It is a one stop shop with all the information needed to maintain a clean client relationship. We recently had our scheduled audit done and Redtail was helpful in pulling the different reports we needed to produce for the audit
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Generally speaking, Red Tail has been available whenever needed. there was a time period however where it was down and not available, giving 500 errors when trying to log in. They explained that it was due to upgrades they were making and it has virtually disappeared. Has now been available 99% of the time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall general performance is quite satisfactory. Some of the automation factors that other products have available are slowly migrating to Red Tail. When these add ons are available and fully implemented, it greatly increases the power and usability of the CRM. Occasionally there are products that will not intergrade due to the nature of how they are set up
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Talkwalker gets the job done at a basic level. It performs regular indexing of existing webpages and tracks the instances in which a particular brand or company is mentioned. Especially for being free, this is an awesome resource. However, it should be said that this product does not perform nearly at the level of the paid options.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We use the HELP section of Redtail often. If it is taking you more than 5 minutes to figure out than go to the HELP desk. We have had only great experiences when reaching out for help. We also LOVED the Redtail University we attended.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They are very helpful, but can sometimes be a little too quick and not explain things in as great a depth as we would like. They have great staff and programs, and we don't really have any other major complaints. Support is very responsive and helpful when need be.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have yet to find another tool that would provide me with such a detailed information per query. It's such a find! Plus, I get separate emails per a search query and I'm able to archive those emails to the appropriate folders and always have a way of looking back. It's very useful for building monthly reports.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The biggest problem seems to have been with the email module. connection issues, sync issues, compliance updates, etc. The concept is great however there seems to be issues in getting it to work consistently. When it works, it works well. It seems that the frequency of downtime had been greatly reduced however.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Redtail makes it easy to log customer interactions for compliance related fields.
With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The free tool is a no-brainer. It absolutely helps ferret out mentions on social media that I wasn't aware of before.
Now, I can use the tool for clients, too, so for consultants, it can be a great way to help stay on top of what's being said about them online, as well.
Using the paid version would help delve into even more insights for your business.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
