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.
Business Priorities
Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Tier1CRM.
Tier1CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Peer review evidence (same sources as the product rating summary)
"...TORONTO and NEW YORK, October 21, 2019 Tier1 Financial Solutions ( Tier1 ), a leading global relationship management technology provider for capital markets and banking,..." Tier1 Financial Solutions
"...ten years of experience in capital markets workflows and implementations...." Accelerate time to value with Tier1 s preconfigured solutions
"...TORONTO and NEW YORK, October 21, 2019 Tier1 Financial Solutions ( Tier1 ), a leading global relationship management technology provider for capital markets and banking,..." Tier1 Financial Solutions
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
How can Tier1CRM enhance your Relationship Management process?
What solutions does Tier1CRM provide for Workflow Management?
What solutions does Tier1CRM provide for Lead Management?
How efficiently Does Tier1CRM manage your Engaging And Following Up?
Tier1CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (5) |
| Custom Reports | Read Reviews (1) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (5) |
| Custom Reports | Read Reviews (1) |
Software Failure Risk Guidance
?for Tier1CRM
Top Failure Risks for Tier1CRM
SS&C Technologies Holdings Inc. News
Tier1 Financial Solutions Partners with OpenFin to Enhance Modernization of the Financial Desktop
Tier1 Financial Solutions has partnered with OpenFin to enhance the modernization of financial desktops by deploying Tier1's solutions across financial desktops. This collaboration allows Tier1's CRM platform to operate as a desktop app, offering interoperability with other applications. The partnership aims to improve productivity and streamline workflows for financial professionals.
Tier1 Financial Solutions Wins Back-to-Back Best Buy-Side CRM Platform Awards
Tier1 Financial Solutions won the Best Buy-Side CRM Platform award at the 2019 Buy-Side Technology Awards for the second year in a row. The awards, hosted by Waters Technology, honor top financial technology providers. Tier1's recognition highlights its growing influence in the buy-side market, with plans to launch new products in early 2020.
Waters Technology: Best Sell-Side Mobile Initiative Tier1 Financial Solutions
Tier1 Financial Solutions has been awarded the Best Sell-Side Mobile Initiative at the Sell-Side Technology Awards 2021 by Waters Technology, marking its second consecutive win in this category.
Mergermarket: Tier1 Financial Solutions continues to seek buys in CRM, regtech, new CEO says
Tier1 Financial Solutions, a Toronto-based CRM software provider for capital markets, plans to pursue further acquisitions in CRM and regtech, following its recent acquisition of Alessa, according to CEO Jiro Okochi.
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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