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Compare Redtail Technology and Salesforce Financial Services Cloud 
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At a Glance
Market Segments
Small-Business (90.7% of reviews)
Enterprise (48.4% of reviews)
Entry-Level Pricing
Contact Us
$325.00 1 user Per Month
Redtail Technology
Star Rating
(209)4.3 out of 5
Market Segments
Small-Business (90.7% of reviews)
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSalesforce Financial Services Cloud
Star Rating
(210)4.3 out of 5
Market Segments
Enterprise (48.4% of reviews)
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.
- Reviews say that Redtail Technology excels in ease of use with a score of 8.6, while Salesforce Financial Services Cloud has a slightly lower score of 8.1. Users appreciate Redtail's intuitive interface, making it easier for small businesses to navigate and utilize effectively.
- Users report that Redtail Technology offers superior ease of setup, scoring 8.6 compared to Salesforce's 8.1. Reviewers mention that Redtail's onboarding process is straightforward, allowing users to get started quickly without extensive training.
- Reviewers mention that Redtail Technology shines in the quality of support, scoring 8.8, while Salesforce Financial Services Cloud has a score of 8.3. Users appreciate Redtail's responsive customer service and helpful resources, which are particularly beneficial for small businesses.
- Users on G2 highlight that Salesforce Financial Services Cloud outperforms Redtail Technology in automation features, scoring 8.3 versus Redtail's 7.2. Reviewers mention that Salesforce's automation capabilities streamline workflows and enhance productivity for larger enterprises.
- G2 users report that Salesforce Financial Services Cloud provides better reporting capabilities, with a score of 8.6 compared to Redtail's 8.1. Users appreciate Salesforce's advanced reporting tools that allow for more detailed insights and analytics, which are crucial for enterprise-level decision-making.
- Users say that while both products have strong case management features, Salesforce Financial Services Cloud scores higher at 8.8 compared to Redtail's 8.4. Reviewers mention that Salesforce's case management tools are more robust, offering better tracking and resolution capabilities for complex client needs.
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
140
Ease of Use
8.6
184
8.0
163
Ease of Setup
8.5
96
7.8
102
Ease of Admin
8.8
60
7.9
43
Quality of Support
8.8
171
8.4
133
Has the product been a good partner in doing business?
9.0
62
8.6
45
Product Direction (% positive)
8.5
182
8.4
137
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
73
Platform Additional Functionality
7.5
93
8.1
74
8.6
113
8.6
74
7.9
95
8.6
73
7.6
100
8.2
73
6.6
80
7.9
72
Platform Reporting and Analytics
8.1
91
8.5
74
6.9
78
7.9
72
Customer Support
8.4
95
8.5
73
8.0
98
8.5
74
8.1
102
8.3
73
7.9
94
8.4
73
Marketing Automation
7.0
81
8.3
69
7.6
90
8.5
70
6.6
82
8.2
70
Sales Force Automation
6.9
83
8.2
71
8.2
94
8.1
73
6.1
72
8.1
68
5.9
72
8.1
71
6.9
73
8.0
69
Agentic AI - Financial Services CRM
6.5
17
8.0
62
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
5.4%
Insurance
2.4%
Accounting
2.0%
Marketing and Advertising
1.5%
Other
2.9%
Financial Services
45.7%
Banking
11.2%
Information Technology and Services
5.9%
Accounting
4.8%
Insurance
3.2%
Other
29.3%
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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