SS&C Tier1, a Salesforce partner, provides robust, modular, and flexible sell-side platform for research, sales, and trading professionals looking to gain a competitive edge and increase operational efficiency.
Tier1 delivers workflow-optimized customer experiences, prompted insights and a centralized view of client interactions that drive revenue-generating engagements across desktop and mobile devices. Tier1 is an accelerator to Salesforce Financial Services Cloud.
Benefit from Industry-Leading Relationship Management Capabilities
Accelerate relationships and revenue with Tier1’s modular CRM built specifically for capital markets and investment banking. Implement quickly to instantly leverage data-driven insights for optimal client engagement.
Deal Management
Track and manage stages of your deal pipeline to close deals faster and gain data driven insights to boost business development efforts.
Client Management
Drive revenue while reducing risk with a 360 centralized view of client information and critical data.
Event Management
Streamline event creation, marketing and itinerary generation while optimizing virtual and physical events with the right clients at the right time.
Data and Analytics
Receive actionable insights that increase ROI, identify risk and opportunity, and seamlessly connect to leading data providers to optimize your business.
Outlook Sync
Save time and effort with personalized mass email tools, automated interaction logging and contact updates - all within a familiar interface.
Prospecting
Effectively target the right investors and increase opportunities with advanced prospecting tools and integrated data.
Security
Securely share or restrict sensitive information across various lines of business, with markets and banking on the same CRM.
Mobile Access
Conduct business on-the-go, stay informed, track tasks, and create call reports.
News and Insights
Read the latest about industry trends and the newest solution features.
Insights into how Capital Markets & Banking can leverage Artificial Intelligence to drive client engagement and operational excellence.
Guiding Tier1’s Future: Chief Revenue Officer Talks Industry Trends and Sales Expansion
Unbundling Uncovered New York Recap (June 13th, 2024)
Transform your business process with one digital solution
SS&C Tier1 is a leading CRM solution, empowering clients to optimize customer engagement & increase operational efficiency. Tier1 delivers workflow-optimized experiences, prompted insights and a centralized view of client interactions that drive revenue-generating engagements across desktop & mobile devices.
PROVEN
20,000 +
Users
EXPERIENCED
15 Years of
Experience
RECOGNIZED
#1 Award-Winning
CRM Mobile Solution
Demo
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