Tier1 Financial Solutions Acquires Satuit Technologies
The acquisition underscores Tier1’s continued commitment to the digitalization of the entire client relationship workflow for Capital Markets, Investment Banking and Investment Management.
~20,000 Users
Founded in 2008
20+ Countries
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.
Transform your business processes with one digital solution
- Track
Clients, deals, emails, data, pipelines, progress, tasks - Communicate
Engage the right people, build lasting relationships - Mobile
Stay connected anywhere, any time - Data Security
Industry-specific, battle tested security - Shared Access
Collaborate easily, 360 client view - Integrate
Connect to the apps you already use daily - Automate
Save time and effort - Analytics
Receive actionable insights and drive revenue
World-Class Technology.
Unparalleled Interoperability & Integrations.
Sync data across multiple platforms through Tier1’s expansive partner network, enabling you to eliminate redundant data entry and gain exceptional insights from our best-in-class technology suite.
News and Insights
A CRM 360-degree View for Actionable Insights
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June 4, 2021 (Fintech Focus) — On a recent episode of Fintech Focus TV, Toby Babb is joined by Manish Patel, COO of CRM at Tier1 Financial Solutions. Manish and the team at Tier1 Financial Solutions are truly redefining the 'R' in CRM. Exploring the firm's passion for...
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