List of Redtail Imaging Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Redtail Imaging customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Redtail Imaging for Document Management, Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Redtail Imaging for Document Management, Intelligent Document Processing include: Osaic, a United States based Banking and Financial Services organisation with 11000 employees and revenues of $7.00 billion, Kestra Financial, a United States based Banking and Financial Services organisation with 300 employees and revenues of $858.0 million, United Planners' Group, a United States based Professional Services organisation with 42 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Redtail Imaging, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Redtail Imaging customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Kestra Financial | Banking and Financial Services | 300 | $858M | United States | Orion Advisor Solutions | Redtail Imaging | Document Management,Intelligent Document Processing | 2022 | n/a | In 2022, Kestra Financial implemented Redtail Imaging to extend its advisor ecosystem capabilities in the United States. The deployment emphasized Document Management,Intelligent Document Processing functionality to centralize client documentation and ensure documents are associated directly with CRM records. The implementation focused on document capture workflows, OCR and automated indexing, metadata tagging, secure storage and role based access controls aligned to advisor and client service workflows. Configuration linked Redtail Imaging document objects to CRM records to support compliance oriented retrieval and standardized intake processes, with operational scope covering advisor teams, client services and compliance functions across Kestra's U.S. advisor operations. Governance changes prioritized CRM‑centric access controls and retention policy enforcement to produce centralized, compliant document access tied to CRM records. | |
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Osaic | Banking and Financial Services | 11000 | $7.0B | United States | Orion Advisor Solutions | Redtail Imaging | Document Management,Intelligent Document Processing | 2022 | n/a | In 2022 Osaic implemented Redtail Imaging as a targeted Document Management,Intelligent Document Processing capability for its advisor network. Osaic appears on Redtail's public partner listings and maintains advisor-facing integration posture with Redtail CRM across its United States advisor base, which informed the decision to adopt Redtail Imaging to centralize document capture and CRM linkage. The Redtail Imaging deployment focused on document capture, OCR and automated indexing workflows, together with metadata mapping to client and account records to support advisor workflows. Configuration work centered on document classification rules, searchable metadata schemas and user access controls that align imaging records with CRM entities. Integration design emphasized bi-directional linkage between Redtail Imaging and Redtail CRM to surface documents directly in advisor workflows and client profiles, reducing manual file reconciliation. Operational coverage was concentrated on advisor practices, client service teams and operations groups across Osaic's U.S. advisor network, with governance controls for indexing conventions and access rights to support consistent use. The stated objective for deploying Redtail Imaging was improved CRM-document linkage and advisor workflow efficiency. Redtail Imaging was positioned to streamline document-to-CRM associations and standardize imaging processes across Osaic's advisor ecosystem without presuming specific measured outcomes. | |
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United Planners' Group | Professional Services | 42 | $5M | United States | Orion Advisor Solutions | Redtail Imaging | Document Management,Intelligent Document Processing | 2022 | n/a | In 2022, United Planners' Group appeared among firms highlighted on Redtail's website, an association that supports an inferred adoption of Redtail Imaging in the Document Management,Intelligent Document Processing category. This public listing, together with United Planners' participation in advisor distribution channels that commonly adopt Redtail CRM, grounds the inference that Redtail Imaging is being used to manage advisor client documentation. The implementation profile for Redtail Imaging in this context aligns with a cloud hosted document management deployment that emphasizes image capture, optical character recognition and metadata indexing to associate documents with client records in Redtail CRM. Operational scope is focused on advisory and client service functions within the firm and its advisor distribution channels, with governance oriented to secure retention, access controls and SEC compliant record storage and retrieval workflows. |
Buyer Intent: Companies Evaluating Redtail Imaging
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