Tier1CRM Overview

Tier1 is a specialized platform for capital markets and investment banking professionals, offering more than just CRM capabilities. It integrates data, analytics, and consulting to support research, sales, and trading teams. This modular and flexible solution, developed by SS&C Tier1, a Salesforce partner, caters to the unique needs of sell-side professionals. Users can leverage its industry-leading relationship management features to gain a competitive edge. The platform is designed to enhance business processes through a single digital solution, making it a valuable tool for those in the financial sector seeking to optimize their operations and decision-making processes.

Use Cases

Customers recommend Relationship Management, Workflow Management, Lead Management, as the business use cases that they have been most satisfied with while using Tier1CRM.

Other use cases:

  • Searching For Content
  • Engaging And Following Up
  • Competitive Intelligence
  • Event Management
  • Forecasting
  • Collaboration
  • Generation Of New Leads
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Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Tier1CRM.

Other priorities:

  • Improve ROI
  • Enhance Customer Relationships
  • Improve Efficiency
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Tier1CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Tier1crm specializes in investment banking and capital markets CRM solutions. Compliance and fraud prevention services are also provided by Tier1 Financial Solutions.

Popular Business Setting

for Tier1CRM

Top Industries

  • Financial Services

Popular in

Tier1CRM is popular in Financial Services, and is widely used by

Tier1CRM Customer wins, Customer success stories, Case studies

What solutions does Tier1CRM provide for Relationship Management?

How does Tier1CRM address your Workflow Management Challenges?

What Are the key features of Tier1CRM for Lead Management?

What makes Tier1CRM ideal for Engaging And Following Up?

Tier1CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

3.87/5

Read Reviews (5)
Custom Reports

2.93/5

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Analytics

3.87/5

Read Reviews (5)
Custom Reports

2.93/5

Read Reviews (1)

Software Failure Risk Guidance

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for Tier1CRM

Top Failure Risks for Tier1CRM

SS&C Technologies Holdings Inc. Profile

Company Name

SS&C Technologies Holdings Inc.

Company Website

https://tier1fin.com/

HQ Location

2300 Yonge Street, Suite 2800, Toronto, Ontario M4P 1E4, CA

Employees

51-200

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