The Clarity to Target the Best Opportunities
Our solution is precision engineered to solve data complexity and deliver streamlined, mission-critical solutions to optimize relationship management and customer workflows across capital markets.
Our modular platform is built to enable the capture, management, and analysis of complex client related data—with the ability to leverage that rich information into smart, seamless relationship management, workflow and compliance solutions.
Our developer toolkit speeds time to value, enabling configurable views, workflows and secure access perfectly suited to distinct business models. Tier1’s solutions offer a single view of clients and activities across your organization and readily integrates with third-party data.
We augment the Salesforce platform with flexible integration tools and simply configurable front-end views that empower speed and efficiency in targeting (and engaging with) the best opportunities. With real-time, aggregated insights delivered to the professionals who need them, where and when they need them, Tier1 keeps our clients ahead of the crowd. Tier1’s security engine keeps clients confidently on the right side of the ‘ethical wall.’
Tier1 mobile puts intelligence and insights at our clients’ fingertips, enabling them to make informed decisions in real time while keeping their ecosystem in the loop through instantaneous voice to text.
A Single View:
Clients + Prospects
Tier1’s single, shared CRM enables you to gain unprecedented efficiency, while the platform’s robust security and access features ensure you maintain the highest level of compliance across your firm.
Tier1 lets you configure your dashboards, client profiles and activities to meet your individual workflows. Information is captured via voice, text, and Outlook so you can see what’s been done, what your priorities are and what’s next.
Fully mobile enabled, Tier1 gives you access to information about prospects, call notes, meetings and more, anytime, anywhere. You can add quick updates via voice to text to keep your team informed.