Innovation is more than just one person, one team, one company. It’s an ecosystem of universally acclaimed partners that we are proud to join to visualize and build best-of-breed products that meet the unique needs of our clients. Together, our integrations, connectors and plug-ins deliver high-quality service, drive superior performance and accelerate workflows for capital markets, investment banking, and investment management teams.
Tier1 augments the Salesforce platform to support the unique requirements for CRM in the investment banking and markets segments of the financial services industry.
Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments – including marketing, sales, commerce, and service – a single, shared view of every customer.
Tier1 partners with Silverline to provide deep industry expertise for technical implementation, data, and compliance workflows for sales, trading, and investment banking.
Silverline is a Salesforce Platinum Partner offering strategic Advisory services, Salesforce implementation, Salesforce Managed Services, and more. Silverline combines strategic advisory, technical implementation, and ongoing managed services to help client achieve the maximum value with the Salesforce Platform.
Tier1 can utilize OpenFin’s web-based operating system to provide a desktop app experience and provide interoperability to other applications. This enables cross-functionality application support for a continuous exchange of information.
Move Fast. Break Nothing. OpenFin is the financial industry’s operating system, enabling rapid and secure deployment, native experience and desktop interoperability. Used by the largest industry players through to the newest of FinTech innovators, OpenFin deploys more than 1,000 desktop applications across 200,000 desktops in more than 1,500 buy-side and sell-side firms in 60+ countries. OpenFin investors include Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, J.P. Morgan, NYCA Partners, Pivot Investment Partners and Wells Fargo among others. The company has offices in New York and London. Learn more at https://openfin.co.
Refinitiv provides a rich enterprise-level data set available out-of-the-box within Tier1.
Serving more than 40,000 institutions in approximately 190 countries, Refinitiv provides information, insights and technology that drive innovation and performance in global financial markets. Their heritage of integrity enables our customers to make critical decisions with confidence while our best-in-class data and cutting-edge technologies enable greater opportunity. Refinitiv enables the financial community to trade smarter and faster, overcome regulatory challenges, and scale intelligently.
Client Instant Access (CIA)
Clients can streamline communication, using features such as CIA’s Click-to-Dial directly within Tier1. CIA’s Click-to-Dial saves users nearly 12 minutes for every 10 calls made and an hour for every 50 calls. By the end of a full work-week, this translates to almost an entire extra day of time saved that can be repurposed toward servicing clients and developing research.
Client Instant Access (CIA) specializes in communications technology for the capital markets. CIA’s unified platform is supported by a global infrastructure that delivers click-to-dial, voice/SMS/email blast and conferencing solutions. It integrates seamlessly with any commercial CRM or internal system to track client interactions and provides regulatory compliant reporting. Trusted by capital markets for more than two decades, CIA’s 24-hour customer service center is staffed by experienced industry professionals ensuring clients benefit from the fastest, most reliable and flexible services available. Learn more at callcia.com.