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Compare Redtail Technology and Salesforce Financial Services Cloud 
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At a Glance
Market Segments
Small-Business (90.8% of reviews)
Enterprise (47.4% of reviews)
Entry-Level Pricing
Contact Us
$325.00 1 user Per Month
Redtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSalesforce Financial Services Cloud
Star Rating
(221)4.3 out of 5
Market Segments
Enterprise (47.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Redtail Technology. This indicates a broader acceptance and positive experience among users, particularly in larger enterprises.
- Users say that Redtail Technology stands out for its user-friendly interface, making it easy to navigate and manage daily tasks. Reviewers appreciate features like the contact list, which helps them stay organized and prioritize their work effectively.
- According to verified reviews, Salesforce Financial Services Cloud offers robust automation capabilities, with features like Action Plans and workflow templates that streamline processes. Users highlight how these tools help in managing repeatable tasks efficiently, which is particularly beneficial for larger teams.
- Reviewers mention that while both platforms have similar star ratings, Redtail Technology's ease of setup is frequently praised, with users noting a smoother onboarding experience. This can be a significant advantage for small businesses looking to implement a CRM quickly.
- Users appreciate Salesforce Financial Services Cloud for its advanced client management features, such as the Person Account management and visual relationship maps. These tools enhance the ability to track client interactions and relationships, which is crucial for financial services.
- G2 reviewers highlight that Redtail Technology provides excellent support, with many users feeling that the platform has been a good partner in their business operations. This level of support can be a deciding factor for smaller firms that may require more hands-on assistance.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Salesforce Financial Services Cloud
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization
Free Trial
Redtail Technology
Free Trial is available
Salesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
8.6
181
8.6
146
Ease of Use
8.6
185
8.0
169
Ease of Setup
8.5
97
7.8
108
Ease of Admin
8.8
60
8.0
45
Quality of Support
8.8
171
8.4
139
Has the product been a good partner in doing business?
9.0
62
8.6
48
Product Direction (% positive)
8.5
182
8.4
143
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Not enough data
Usability
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Not enough data
Reliability
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Not enough data
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
7.2
105
8.2
79
Platform Additional Functionality
7.5
93
8.1
78
8.6
114
8.6
78
7.9
95
8.5
75
7.6
100
8.1
75
6.6
80
7.9
74
Platform Reporting and Analytics
8.1
91
8.5
77
6.9
78
7.9
75
Customer Support
8.4
96
8.4
75
8.0
98
8.4
76
8.1
102
8.3
75
7.9
94
8.4
75
Marketing Automation
7.0
81
8.2
71
7.6
90
8.4
72
6.6
82
8.2
72
Sales Force Automation
6.9
83
8.2
74
8.2
95
8.1
75
6.1
72
8.0
70
5.9
72
8.1
73
6.9
73
8.0
71
Agentic AI - Financial Services CRM
6.5
17
7.9
64
Categories
Categories
Shared Categories
Redtail Technology and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Financial Services
45.4%
Banking
10.8%
Information Technology and Services
5.7%
Accounting
4.6%
Marketing and Advertising
3.1%
Other
30.4%
Discussions
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
Salesforce Financial Services Cloud has no discussions with answers
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