Name: Panda CRM
Rating: 9 (1 reviews)
Author: Panda Trading Systems

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Education

Business Intelligence (BI)

Calendar

Collaboration

Communications Platform as a Service (CPaaS)

Org Chart

Visual Collaboration

Workspace Planning

Enterprise

Accounting

Digital Banking

Financial Planning and Analysis (FP&A)

Loan Origination

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Browser

Bug Bounty

Cloud Storage

Composable Infrastructure

Data Center Infrastructure Management

Deception Technology

Enterprise Architecture Management

Fraud Detection

Industrial IoT

Integration Platform as a Service (iPaaS)

MLOps

Machine Learning

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Security Awareness Training

Service Desk Outsourcing

Smart Contracts

Software Defined Networking (SDN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Demand-Side

Digital Analytics

Email Marketing

Event Registration

Grant Management Software

Market Research

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Usability Testing

Video Marketing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Multichannel Retail

Sales Email Tracking

Sales

Cloud-Native Application Protection Platforms

Security

Dealer Management

Medical Scheduling

Real Estate

Rental Property Management

Utilities

Vertical-Specific

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Panda Trading Systems (Panda TS) specializes in building technology for the online financial trading industry. Since 2006 they have provided online brokerages with products and services specifically customized to meet their business needs. The company provides brokers with solutions that streamline operations so they can focus their resources on growth.

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.

Starter

Basic

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

Panda CRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Panda Trading Systems

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Home

Financial Services CRM Systems

Panda CRM

Overview

What is Panda CRM?