Learn about recent trends to research and data in investment banking and capital markets, as well as the effects of the current regulatory environment on equity research.
Doug Christensen
Streamline Communication With Investment Banking and Capital Markets Clients for Productivity and Revenue Growth
Doug discusses how the seamless integration of Tier1’s advanced CRM tools with CIA Omnigage enables users to...
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...