Sync digital engagement data from your web properties directly into investment workflows. Stop manually exporting web analytics to understand client behavior, and let Redbird AI automatically route behavioral signals into portfolio management and client servicing systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Capture when institutional clients spend significant time on performance dashboards, research reports, or trade confirmations in Adobe Analytics. Automatically enrich Charles River client records with digital engagement scores to inform relationship management and service prioritization.
Pull Adobe Analytics attribution models showing which marketing channels drive advisor registrations, portal logins, or demo requests. Feed conversion data into Charles River to correlate client acquisition costs with account size and portfolio performance over time.
Monitor client-specific web and app activity patterns in Adobe Analytics. Trigger alerts in Charles River workflows when institutional clients reduce login frequency or stop accessing key reports, enabling proactive outreach before potential account churn.
Automatically capture timestamped records of client portal sessions, document downloads, and disclosure acknowledgments from Adobe Analytics. Store structured engagement logs alongside Charles River trade and compliance records to support audit trails and regulatory examinations.
When Charles River completes order execution or generates client statements, send event data to Adobe Analytics. Track which clients view their trade confirmations, performance reports, or statements online to measure digital engagement and identify communication gaps.
Combine Adobe Analytics session data with Charles River portfolio flows, trade volumes, and account changes. Automatically build reports showing how client portal usage patterns correlate with funding decisions, redemptions, or trading activity across client segments.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Adobe Analytics and Charles River with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both Adobe Analytics event schemas and Charles River's client and portfolio data structures, so you can automate behavioral intelligence across investment operations.
Redbird maps Adobe Analytics custom events, eVars, props, and segments to Charles River client records, portfolio identifiers, and account hierarchies. The platform recognizes when web behavior metrics should enrich client profiles, when engagement drops require alerts, and how to structure digital activity data for compliance archiving. You don't need to maintain field mappings or write code to translate analytics dimensions into investment system attributes.
faster than exporting Adobe Analytics segments and manually uploading enrichment data to Charles River
Redbird can pull from Adobe Analytics and Charles River simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Adobe Analytics or Charles River.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Adobe Analytics into Charles River, or from Charles River back into Adobe Analytics. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any event in Adobe Analytics or Charles River — from portal sessions to trade executions.
Fires when institutional clients spend more than specified time on portal pages or research content.
Triggers when clients enter high-intent segments like frequent report downloaders or performance dashboard users.
Fires when prospects complete demo requests, account applications, or advisor registrations.
Pull client lists and engagement scores from Adobe Analytics segments for enrichment workflows.
Apply engagement classifications or behavioral flags to client profiles based on activity patterns.
Push trade confirmations, statement availability, or portfolio milestone events into Adobe Analytics tracking.
Fires when Charles River completes trade execution and generates client confirmations.
Triggers when onboarding workflows create new client accounts or portfolio structures.
Fires when pre-trade or post-trade compliance checks identify issues requiring client communication.
Enrich Charles River client profiles with digital activity scores, last login dates, or content preferences.
Generate follow-up activities for advisors when behavioral signals indicate reduced engagement or high intent.
Store structured engagement data alongside compliance and trade records for audit trails.
Connect Adobe Analytics and Charles River to automatically route client behavioral intelligence into investment workflows. Redbird AI handles the schema translation, client matching, and data sync so your teams can focus on servicing clients, not managing data pipelines.