Reltio vs. RecordSure: Customer Data Platform Solution Comparison 2025

Overview: Reltio and RecordSure as Customer Data Platform Category solutions.

Reltio and RecordSure both cater to the Customer Data Platform space with distinct focuses. Reltio shines in customer engagement and complex data analytics, making it a favorite among larger corporations looking for comprehensive customer lifecycle management. RecordSure, on the other hand, zeroes in on call management and customer interaction, serving companies that prioritize communications and risk management. This contrast highlights Reltio's utility for data-driven decision-making, whereas RecordSure supports dynamic customer interaction avenues.

Reltio and RecordSure: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Reltio supports customer engagement, segmentation, and workflow management. It aligns with enterprises needing robust data operation systems. read more →

RecordSure focuses on sales call management and engagement follow-ups. It suits firms needing dynamic communication tools. read more →

Business Goals

Reltio helps increase lifetime customer value and drive sales growth, appealing to companies aiming to enhance retention and market reach. read more →

RecordSure assists in managing risk and acquiring customers, catering to businesses focused on refining interaction efficiency. read more →

Core Features

Reltio offers analytics, compliance, and security features, enabling enterprises to integrate and migrate data securely. read more →

RecordSure provides analytics and robust data export features, ideal for organizations needing precise reporting. read more →

Vendor Support

Reltio offers extensive support options, including 24/7 and chat support, meeting the needs of large-scale operations. read more →

RecordSure provides 24/7 support primarily, which fits companies managing continual communication tasks. read more →

Segments and Industries

Reltio is favored by enterprise, mid-market, and large enterprises, especially in software and financial services. read more →

RecordSure doesn't specify user segments but offers features pertinent to various communication-intensive industries. read more →

Operational Alignment

Reltio aligns with complex enterprise workflows, offering tools for extensive data handling and customer experience management. read more →

RecordSure integrates into communication-focused workflows, ideal for firms seeking enhanced contact and content management. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Import

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Data Export

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Support

24/7 Support

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Chat Support

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Email Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Reltio and RecordSure

How can Reltio and RecordSure optimize your Customer Engagement Workflow?

Reltio focuses on creating a comprehensive customer view by managing data across various sources, allowing for personalized customer engagement and targeted marketing initiatives. Recordsure emphasizes capturing and analyzing customer interactions through speech and document analytics, providing actionable insights for improved compliance, risk management, and performance. Both tools aim to enhance customer engagement but through different approaches: Reltio by providing a unified customer profile, and Recordsure by extracting valuable information from customer interactions.

"...Maximize operational efficiency Equip group sales, marketing and member relationship teams with the insights they need to move beyond basic engagement tactics and deliver superior member and provider experiences...." MDM Healthcare - Data Management Cloud Solutions

"...Docs Identify uses Artificial Intelligence to categorise and add an interactive timeline to customer records fast and with unique accuracy...." Docs Identify - Interactive Timelines for All Case Files

Why is Reltio and RecordSure the best choice for Workflow Management?

Reltio and Recordsure both support workflow management. Reltio focuses on configurable workflows that support data governance, compliance, and collaboration. Recordsure, however, focuses on tailoring workflows to specific industry needs, such as mortgage, financial planning, and wealth management. Recordsure also prioritizes real-time integration with other business systems.

"...Pre-built data-driven applications and data models, workflows, and templates...." Peer review from Featured Customers

"...Every business model is different, but our products are modular and versatile enabling them to be tailored to a wide variety of financial planning teams workflows...." Voice and document analytics for financial planners