Doug discusses how the seamless integration of Tier1’s advanced CRM tools with CIA Omnigage enables users to...
Doug Christensen
Financial IT – The Need for Greater Interoperability in Capital Markets CRM
Customer relationship management platforms have shifted far beyond being what was once viewed as a digital Rolodex....
The Return to Corporate Access
Corporate access is back, but may not look like it used to: from fully tech-enabled to hybrid to in-person – or...
What’s Trending? The Value of a Client Engagement Strategy
“Please like and subscribe and leave a comment below.” This call to action will be a familiar refrain to anyone who...
An Equity Research Sales Strategy to Increase Market Share
Nothing is worse than spending time on a client that values your input, wants to discuss your research and attends...
Markets Media: 2020 Outlook: Doug Christensen, Tier1 Financial Solutions
A Q&A with Markets Media on the key themes for Tier1 in 2020, the trends that are occurring, and solving for our...
MiFID II’s Impact: The Unintended Consequences
As regulations ramp up, so do the barriers for entry that stand in front of small and mid-sized asset managers. Many...
MiFID II’s Impact on Sell-Side Research
As part of the domino effect spawned from MiFID II, sell side research is losing customers and, as a result, reducing...
The Unintended Consequences of MiFID II Compliance
The recent response from the U.S. Securities and Exchange Commission (SEC) regarding MiFID II compliance requirements...