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 Are the key features of Tier1CRM for Relationship Management?

What solutions does Tier1CRM provide for Workflow Management?

What makes Tier1CRM ideal for Lead Management?

How efficiently Does Tier1CRM manage your Engaging And Following Up?

Case Studies

Financial Services

CASE STUDY Wellesley Hills Financial

Wellesley Hills Financial is an investment bank. They provide M&A and financing services. They wanted a better CRM system. Tier1's CRM helped them grow and reduce risk.

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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 large Latin American bank

A large Latin American bank improved its CRM with Tier1. They had trouble with data spread across systems. Tier1 fixed this by integrating systems and improving search. Now, all data is in one place.... This makes it easier to see research preferences and interactions.

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Banking

CASE STUDY A top North American bank

A top North American bank worked with Tier1 to meet SEC rules. They used a new system to make things easier. This helped them follow the rules better.

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Financial Services

CASE STUDY Alembic Global Advisors

Alembic Global Advisors faced challenges with client tracking and data management. They needed a solution to manage large data, track meaningful data, and pull insights quickly. Tier1's open architec...ture helped them import, organize, and manage data without information leakage.

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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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