Sync Charles River investment management data with FullStory behavioral analytics to understand how clients interact with portfolio platforms. Stop manually correlating trading activity with UX friction, and start automating insights from order flow to digital experience.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically enrich FullStory session data with Charles River account identifiers, portfolio values, and recent trade activity. Surface which high-value clients experience rage clicks or checkout abandonment when placing orders, and quantify UX impact on assets under management.
Monitor FullStory session recordings for clients who trigger pre-trade compliance violations in Charles River. Identify if specific UI patterns or navigation flows lead to regulatory breaches, and route findings to product teams for remediation.
Connect incomplete FullStory sessions to abandoned orders in Charles River's OMS. Track where users drop off in the order workflow, measure scroll depth and interaction patterns, then quantify revenue impact of UX bottlenecks in the trading interface.
Push Charles River portfolio rebalancing events, significant drawdowns, or allocation changes into FullStory as custom attributes. Segment session replays by portfolio performance to understand how market volatility affects client platform usage and engagement.
Archive FullStory session recordings and behavioral data for clients executing large block trades through Charles River. Link complete interaction histories to trade IDs for compliance review, dispute resolution, and workflow optimization.
When Charles River logs failed trade submissions or order rejections, automatically pull corresponding FullStory session replays. Route complete context—error codes, session video, click paths—to support teams to diagnose whether issues stem from system logic or UI confusion.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and FullStory 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 understands both Charles River's investment operations schemas and FullStory's behavioral event structures, so you can connect trading workflows with digital experience intelligence.
Redbird parses Charles River order IDs, account hierarchies, compliance flags, trade execution timestamps, and portfolio identifiers—then maps them to FullStory user sessions, custom events, funnel steps, and behavioral segments. The platform recognizes when a compliance violation corresponds to a specific click pattern, or when a high-value portfolio holder encounters scroll depth issues during order entry. No custom field mapping or rigid API integrations required.
faster than correlating OMS data with UX analytics using manual CSV exports and session ID matching
Redbird can pull from Charles River and FullStory 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 Charles River or FullStory.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Charles River into FullStory, or from FullStory back into Charles River. 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 workflows from any order event in Charles River or any behavioral signal in FullStory—Redbird connects both systems in real time.
Fires when a new buy or sell order is placed in the Charles River OMS.
Triggers when pre-trade or post-trade compliance checks fail for an order or account.
Fires when portfolio allocation changes are executed and confirmed in Charles River.
Push trade IDs, account values, or compliance status into FullStory as user-level or session-level properties.
Enrich FullStory sessions with Charles River account identifiers, asset class, or AUM segments.
Add or remove users from FullStory behavioral segments based on trading activity or portfolio milestones.
Fires when a user repeatedly clicks on an unresponsive element in the trading or portfolio interface.
Triggers when a user exits a defined conversion flow, such as order entry or document upload, without completing.
Fires when FullStory detects a user clicking an element that generates a JavaScript or form validation error.
Pull the direct link to a FullStory session recording for a specific user or time range.
Send click paths, scroll depth, form interactions, or heatmap data to Charles River or downstream reporting systems.
Add notes or tags to FullStory sessions marking them for compliance review or trade-related investigation.
Sync Charles River with FullStory to bridge investment operations and digital experience intelligence. Redbird automates the data work so your teams can focus on optimizing client workflows and reducing UX friction in trading platforms.