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Redi2 Technologies, Inc. Head Office

205 Portland Street, Suite 202
Boston
MA, 02114

Telephone

(510) 844-966-8482

Contact

Seth Johnson
[email protected]

Tagline

Revenue. Faster.™

Mission Statement

Boston-based Redi2 Technologies, Inc. is singularly focused on making billing better for financial services firms and helping clients collect revenue faster. To learn more about Redi2’s Software as a Service (SaaS) billing solutions, visit www.redi2.com.

 

Profile

Redi2’s Revenue Manager™ serves the world’s top asset managers

Boston-based Redi2 Technologies, Inc. has earned the confidence of many of the world’s leading financial institutions. Nearly 1000 financial services firms, with aggregated assets under management or administration of over $10 trillion, calculate their complex fee types with Redi2’s financial services billing solutions.

Revenue Manager allows global investment managers to transform invoice and billing processes

The pioneer of the Software-as-a-Service (SaaS) delivery model for financial services billing solutions, Redi2’s Revenue Manager is built with best-of-breed from a tech-stack perspective and is specifically engineered for the stringent data security requirements our top-line customer base demands.

Revenue Manager harnesses industry-leading artificial intelligence (AI) software; an interactive 360-degree view of relevant client data; and IBM-anchored cloud-based global access and data security to enable investment management firms:

  • Increase fee efficiencies and plug fee leaks
  • Generate tailored and comprehensive reporting, including our 360-degree client-focused view
  • Integrate existing infrastructure across platforms, such as with general ledgers, including Oracle, Workday, Coda, or Epicor; or with CRM packages, such as Salesforce or Microsoft Dynamics
  • Automate custom billing scenarios and create customized invoices
  • Simplify user interface and workflow functionality to minimize errors and increase productivity, while maintaining a complete record of all activities and who performed them

AI-enabled

Revenue Manager’s AI-enabled technology allows for streamlined, highly accurate revenue collection. Once Revenue Manager’s AI has been trained based on your firm’s billing practices and scenarios, you can auto-approve all your firm’s invoices with just one click, so you can speed up the revenue collection process. AI invoice processing also gives asset managers the ability to quickly flag billing scenarios that need additional quality checks; and it includes features such as invoice history, service ticket billing, payment processing, billing portal, tax calculator, dunning management, and contact database.

Another powerful benefit of AI-driven invoice processing is the ability to easily identify variances in invoices between time periods. Relying solely on human review, a variance might not be caught, which could lead to potential compliance or reputational issues. However, by simply harnessing the AI-trained processing power of Revenue Manager, variances can be easily identified and flagged for a closer human review without slowing down the bulk processing of other invoices.

360-degree view

Knowledge is power and we arm our clients with exceptional knowledge and insight through our 360-degree capabilities, which allows users to easily select their most critical functions and visually review them within one efficient window. We created a 360-degree view as part of our powerful CFO Dashboards powered by Tableau. These dashboards provide interactive visibility of the total relationship with each customer. Here are some highlights:

  • Profitability insight: Pair revenue data with expense data to better understand which clients are most profitable.
  • Revenue forecasting: See the bigger picture in terms of your customers, which allows you to better predict revenue based on data-backed assumptions.
  • Streamlined contracts: Originate, review, and deploy pricing strategies that are consistent with your firm’s established terms and fees. Agreements that fall outside of pre-approved profitability are flagged so you can review them manually.

Think of Revenue Manager’s 360-degree view as enhanced transparency into your business. You can visualize the diversity of your product mix; analyze trends to see how revenue is flowing; understand how much time is spent with each client and the cost to service each client; and analyze trends in terms of AUM on a monthly, quarterly, or yearly basis. You can also create snapshots, as needed, and break down client-specific data based on various reports.

Partnered with IBM

In partnership with IBM’s Private Cloud Services, Redi2’s Revenue Manager also provides clients with unfettered global coverage and unsurpassed security. This relationship enables exceptionally fast reaction options for asset managers who may need to respond to changing conditions, move data from one country to another, or quickly scale their infrastructure requirements.

Redi2’s Revenue Manager offers 24/7 live support—so you’ll always have answers, around the globe, within your traditional work hours or beyond.

Ready to know more?

If you are interested in learning more about Revenue Manager’s powerful suite of features, please contact us today at [email protected] to schedule a platform demonstration with one of our customer success representatives.

Benefits

• Increase fee efficiencies and plug fee leaks
• Generate tailored, comprehensive reporting, including our 360-degree client-focused view
• Integrate existing infrastructure across platforms, such as with general ledgers, including Oracle, Workday, Coda, or Epicor; or with CRM packages, such as Salesforce or Microsoft Dynamics
• Automate custom billing scenarios, create customized invoices
• Simplify user interface and workflow functionality to minimize errors and increase productivity