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

Comprehensive Insights on Tier1CRM Use Cases

What solutions does Tier1CRM provide for Relationship Management?

How can Tier1CRM optimize your Workflow Management Workflow?

How can Tier1CRM enhance your Lead Management process?

What solutions does Tier1CRM provide for Engaging And Following Up?

Case Studies

CASE STUDY Wellesley Hills Financial

Tier1 CRM helped Wellesley Hills Financial, an investment bank, improve its client relationship management. WHF needed a better CRM to track which companies belonged to which clients and to manage co...mpliance. The new CRM system reduced risk and made it easier for WHF to grow. The solution focused on the needs of capital markets and supported WHF as its client base expanded during the pandemic.

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Financial Services

CASE STUDY Alembic Global Advisors

Tier1 helped Alembic Global Advisors solve problems with client tracking and consumption reporting. Alembic needed a way to manage large amounts of data and get quick insights. Tier1’s open architect...ure let them import, organize, and manage data easily. The solution stopped information leakage and removed the need for manual data entry. Alembic can now track data and act on opportunities faster.

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Banking

CASE STUDY A division within one of Latin America's largest banking institutions

Tier1 CRM helped a division of a major Latin American bank solve data fragmentation. The team integrated research, subscription, and CRM systems. They improved workflow and made search faster. Now, a...ll client data is in one easy-to-use page. This made research distribution and client management simpler.

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Banking

CASE STUDY A top North American bank

Tier1 helped a top North American bank meet SEC compliance needs. The bank used Tier1 to streamline its compliance process. This improved efficiency. The solution focused on research, sales, and trad...ing. The case highlights how Tier1 supports large banks with regulatory requirements.

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Banking

CASE STUDY A division within one of Latin America's largest banking institutions

A division within a large Latin American bank faced challenges in analyzing research readership due to scattered data. Tier1 streamlined workflows and integrated technical environments. They enhanced... search functionality and speed within the Tier1 CRM. Now, all crucial client data is consolidated into a single, user-friendly page view.

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Banking

CASE STUDY A top North American bank

A top North American bank needed to manage SEC requirements efficiently. They used Tier1's solution to streamline their compliance process. This helped them enhance efficiency in their operations.

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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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