In HBO’s guilty pleasure drama “Industry,” Robert, the young equity sales associate, is standing up on RiF day to present to senior management of the fictional Pierpoint Bank. When asked “What is...
Client Relationships – Art or Science?
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Blog
Investment Banking CRM Ready for the Evolution of Big Data
As the fuel that powers business, data is a highly prized commodity, with the need for access and control driving a wave of M&A activity among financial data providers. Data is a topic that has...
Customer Centricity: How Well Do You Know Your Customers?
Claiming that your business is customer-centric is easy. Delivering on that claim is challenging. So what does customer centricity really mean and how can software companies translate words into...
Delivering an optimal partner ecosystem
“Strategic partnership” is a familiar phrase within the financial technology industry. It is routinely accepted that having more partners will bring more success; as a result, companies...
Mind Share Drives Market Share
Nothing is worse than spending time on a client that values your input, wants to discuss your research and attends your events, but doesn’t have the commissions to pay for it. As commission...
Build or buy? When it comes to Capital Markets CRM, the choice is clear.
As much of the global economy came to near halt during lockdown, home improvement chains such as Home Depot and Lowes reported unseasonably large increases in quarterly revenues. Homeowners and...
An Evolution: Leveraging Expertise in Services to Drive a Product Mindset
Let’s face it. In times of global uncertainty, working with reliable technology partners is non-negotiable. Tier1 has been equipping its clients with the capital markets CRM technology needed to...
Collaboration: No Office Needed
Six months into the pandemic-forced remote working environment, and our clients have proven that collaboration with their clients continues effortlessly – with the right tools. No stuffy, crowded...
Impact of Potential Amendment to SEC Form 13F to Equity Capital Markets
The quarterly report listing all equity assets under management provides position-level disclosure of all US-listed equity securities, including number of shares, issuer name and other details. On...
Mobile is the ‘Desktop of the Future’
Over the last few years, many capital markets firms have begun what they call a ‘digital transformation’ to allow them to better leverage technology to serve their customers. Several have said...