On-Demand BI Solution Uses Redtail Data to Deliver Fast, Flexible Analysis and Reporting to Redtail’s CRM Customers
SAN FRANCISCO–Redtail Technology, Inc., provider of web-based CRM, Email Archiving and Imaging solutions for the Financial Advisor community, today announced its selection of Birst™ as a partner for providing business intelligence solutions to its more than 4,000 offices and 15,000 users. Birst is a next-generation, on-demand solution for business intelligence and analytics.
“Our Financial Advisors rely every day on the client information they keep in Redtail. By partnering with Birst, we are providing our advisors even greater value. Redtail subscribers can now use Birst to better analyze their book-of-business and business processes,” said Brian McLaughlin, Chief Executive Officer at Redtail Technology. “Because Birst makes it easy to add data from other sources, our customers can now ‘slice and dice’ the rich information contained not only within Redtail, but within the other systems they use.”
With Birst, Redtail users will be able to understand and optimize drivers of cost and revenue by analyzing each stage of the sales and client management process. By combining Redtail data with data from other systems, users can easily see a holistic view of their clients and how their business is performing in Birst.
Birst removes the barriers to business intelligence by making it automated and affordable. Birst is easy enough for business professionals to use on their own, and powerful enough for the enterprise. It is a full-feature solution that costs only a fraction of traditional implementations. Organizations interested in trying Birst can set up a personal account online, immediately, for free.
Birst is already in engagements with three current Redtail customers, including a leading fee-only independent wealth management firm headquartered in the Midwest. These wealth management firms are using Birst to understand client sales and management drivers, as well as measure key metrics and trends.
“With this partnership, Redtail has shown once again why it is the leading web-based CRM solution for Financial Advisors,” said Brad Peters, CEO of Success Metrics, the provider of Birst. “We are happy to be partnered with such a customer-focused organization that understands the power of information and insight. We are looking forward to bringing the speed and ease-of-use of on-demand business intelligence to Redtail customers.”
About Redtail Technology
Founded in March of 2003, Redtail’s clients include independent financial professionals and over 40 independent Broker Dealers. Redtail delivers web based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail’s high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies, including Laser App Software, MoneyGuidePro and Albridge Solutions.
For additional information on Redtail Technology, visit their website at http://www.redtailtechnology.com or call 1-800-206-5030.
Birst is the only self-service, on-demand business intelligence solution, bringing the benefits of fact-based decision making to a much broader audience by making BI affordable, fast, and easy to use. Delivered by Success Metrics, the leading provider of software-as-a-service analytical solutions, Birst is designed to support a wide range of customers – from individuals to groups and even entire companies, so that everyone can benefit from greater insight into their business.
For more information, please visit www.birst.com.