Tier1 CRM for Capital Markets and Investment Banking

February 22, 2021

Making smarter, faster and more profitable decisions comes from understanding your clients better. Tier1 Financial Solutions empowers research, sales and trading and banking teams to maximize revenue by proactively managing client relationships at the speed of digital.


Why use Tier1’s CRM for capital markets and investment banking

  • Workflow Acceleration: Execute essential tasks with increased workflow efficiency. Support key capital markets workflows: Targeting – Interaction logging and tracking – Collaboration with colleagues – Outlook integration – Roadshow management and meetings – Consumption reporting – Deal lifecycle management
  • Business Intelligence: Track essential client relationship data such as revenue and expenses combined with historical and planned activity. Use proprietary tiering to measure activities and tasks to develop strategic action plans and ensure they are carried out successfully.
  • Visualization: Intuitively access all relevant client information, configured to your needs, and receive prompt alerting to ensure engagement with tasks is timely and executed seamlessly.
  • Interoperability: Seamlessly connect internal and external systems and data with flexible integration options.
  • Innovation: Stay ahead of digital transformation and changes in mobile and desktop computing with a robust and innovative product roadmap.
  • Collaboration: Increase market share with mindshare. Seamlessly collaborate with team members and the various business lines across your firm to connect critical data, expand relationships, and capitalize on opportunities.
  • Actionable Intelligence: Gain insights from Big Data by taking advantage of powerful analytics to inform your next best call and maximize your relationships.
  • Extensible: Utilize plug-in technology to create custom functionality and integrate market and proprietary client data. Leverage a strong platform with an unrivaled capital markets grade security engine to support your complex business and compliance needs.
  • Ecosystem of Partners: Benefit from Tier1’s expanded ecosystem of partners to make the most of your CRM implementation with best-in-class workflows, data integrations and more.
  • Mobile Access: Access pre-meeting intelligence gathering and post-meeting information sharing at the point of engagement.


To learn how Tier1 delivers a real-time 360° view of your clients and unique insights that win business to quickly propel you beyond the competition, email info@tier1fin.com.



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