News and Press Releases

SS&C Tier1 Wins “Best Sell-Side Mobile Initiative” for the fifth year in a row at Waters Technology’s Annual Sell-Side Technology Awards.

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced enhancements to its Tier 1 CRM platform.

Tier1 CRM announces its winter 2023 product release. With a focused balance on extending functionality and improving product performance, we are excited to share some highlights that showcase the enhancements offered across our latest solution set.

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced enhancements to its Tier 1 CRM platform.

Our product team continues to provide our valued clients with the sophisticated tools and capabilities necessary to capture critical data in the right places at the right time and maximize your impact with your clients and partners.

Tier1 Financial Solutions Wins “Best Sell-Side Mobile Initiative” for the third year in a row at Waters Technology’s Annual Sell-Side Technology Awards.

Credicorp Capital, a leading trading investment advisory firm in Latin America, has chosen Tier1 Financial Solutions (“Tier1”), a leading provider of capital markets and investment banking client relationship management (“CRM”) solutions, and AML compliance and fraud prevention solutions, to accelerate its workflows and harmonize customer data and intelligence sharing across its sales, trading, and research desks.

The Tier1 Financial Solutions product team continues to provide clients with the sophisticated tools and capabilities necessary to capture critical data in the right place at the right time – helping clients maximize their time and resources to drive revenue outcomes.

Tier1 Financial Solutions (“Tier1”), a leading provider of client relationship management (“CRM”) solutions, AML compliance and fraud prevention solutions, has received new equity financing from a group of investors led by

Customer relationship management platforms have shifted far beyond being what was once viewed as a digital Rolodex.

Today, a CRM is a foundational requirement for capital markets and banking workflows.

Tier1 Financial Solutions (“Tier1”), a leading provider of client relationship management (“CRM”), AML compliance and fraud prevention solutions, has been named “Best Global Capital Markets CRM Provider 2022” at the annual Canadian Business Awards, presented by Corporate Vision.

The addition comes amidst significant growth and expansion for Tier1 Financial Solutions and will help the company scale globally.

In keeping with its roadmap of continuous improvement and innovation, Tier1 Financial Solutions has announced its Summer 2021 product release.

Tier1 Financial Solutions, a leading client relationship management (“CRM”), AML compliance and fraud prevention solutions has been named “Best Mobile Solutions Provider” for its Tier1 CRM solution in the Waters Rankings for the second year in a row.

June 14, 2021 (IBS Intelligence) — The shifting paradigm in corporate working practices has made it more important than ever for financial firms to take advantage of the digital transformation occurring across the industry.

June 4, 2021 (Fintech Focus) — On a recent episode of Fintech Focus TV, Toby Babb is joined by Manish Patel, COO of CRM at Tier1 Financial Solutions.

May 21, 2021 (Waters Tech) —Tier1 Financial Solutions wins the Sell-Side Technology Awards 2021: Best Sell-Side Mobile Initiative for the 2nd year in a row.

May 21, 2021 (Financial Technologies Forum) — Tier1 Financial Solutions, a provider of client relationship management (CRM), anti-money laundering (AML) compliance and fraud prevention procedures and processes, has appointed James C.

May 21, 2021 (Enterprise Times) —Tier1 Financial Solutions (“Tier1”) has appointed James C.

Tier1 Financial Solutions (“Tier1”), a leading provider of client relationship management (“CRM”), AML compliance and fraud prevention solutions, has appointed James C.

May 10, 2021 (TechTarget) —Enterprises tend to want data scientists who have a drive to continue their training, through peer training or online platforms, to keep up with ongoing changes in the field.

Redburn, Europe’s largest independent equity research and execution firm, has selected Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, to elevate its client relationship capabilities and help scale its business.

Tier1 Financial Solutions, a leading client relationship management (“CRM”) technology provider for capital markets and banking, has won “Best Sell-Side Mobile Initiative” for the second year in a row in the Sell-Side Technology Awards, presented annually by WatersTechnology, which took place virtually on Friday, April 9.

April 1, 2021 (CRM Buyer) — Over the course of the past year, adjusting to the challenges of the pandemic on business has made the customer relationship management system an essential tool for maintaining and growing a customer base.

Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”), compliance and fraud prevention solutions, has been selected by

March 10, 2021 (The TRADE) — Refinitiv integrates equity ownership data with client management platform Tier1.

Tier1 Financial Solutions (“Tier1”), a leading client relationship management (“CRM”) technology provider for capital markets and banking, has integrated Refinitiv’s Equity Ownership data into its award-winning client relationship platform.

In keeping with its roadmap of continuous improvement and innovation, Tier1 Financial Solutions has announced its Winter 2021 product release.

Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”), compliance and fraud prevention solutions, has announced Manish Patel as the new Chief Operating Officer of its CRM business, responsible for revenue generation, product management, client engagement and technology operations.

February 9, 2021 (The TRADE) — Investment bank Jefferies has expanded its partnership with client relationship management (CRM) technology provider Tier1 Financial Solutions to improve its client service model.

“At Jefferies we approach our technology with a client-first mindset.

Tier1 Financial Solutions, a Toronto-based provider of customer relationship management software for capital markets, will continue to look for acquisitions in CRM and regtech after its acquisition of Alessa this month, said CEO Jiro Okochi.

January 4, 2021 (Markets Media) — Tier1’s President Jiro Okochi reflects on COVID-19’s impact on capital markets and banking dynamics and predicts the increased adoption of capital markets-specific CRM tools in 2021.

Tier1 releases 4.

October 27, 2020 (FTF News) — In a Q&A with FTF News, Jiro Okochi, president of Tier1 Financial Solutions, argues that remote work environments reinforce the need for technology that helps manage all relationships.

October 23, 2020 (WatersTechnology) — Kadima Sun Investments, a hedge fund based in New York, has gone livewith Tier1 Financial Solutions’ cloud-based customer relationshipmanagement (CRM) platform.

October 21, 2020 (Hedgeweek) — Hedge fund Kadima Sun Investments (KSI), has gone live with Tier1 Financial Solutions’ CRM platform.

Tier1 Financial Solutions (“Tier1”), a leading client relationship management (“CRM”) technology provider for capital markets and banking, has gone live with hedge fund Kadima Sun Investments (KSI), demonstrating the versatility and ingenuity of Tier1’s CRM platform across the full spectrum of capital markets and banking participants.

Tier1’s enterprise CRM platform now pre-packaged, cost-effective and optimized for implementation across all capital markets and banking firms.

Tier1 Financial Solutions, a leading global relationship management technology provider for capital markets and banking, has been named “Best Mobile Solutions Provider” in this year’s Waters Rankings, presented annually by Waters Technology, which took place virtually on Thursday, July 16.

Tier1 Financial Solutions (“Tier1”), a leading provider of global relationship management solutions to capital markets, investment banking, and investment management firms, has appointed Jiro Okochi as President, responsible for managing the global operations of the firm.

New York, NY, May 19, 2020 (GLOBE NEWSWIRE) — Silverline, a Salesforce Platinum Partner headquartered in New York City, and Tier1 Financial Solutions (“Tier1”) a Salesforce ISV partner and a leading global relationship management technology provider for capital markets and banking, announced a new partnership to provide CRM strategy and solutions for capital markets and investment banking businesses.

New events management system addresses evolving corporate access needs of the buy side.

Tier1 EVP of Strategy Doug Christensen is featured in an article about how banks and firms are looking to leverage their technology to satisfy their clients' needs and mitigate risk in the wake of the COVID-19 pandemic.

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, has partnered with OpenFin, the financial industry’s operating system, to deploy Tier1’s solutions across financial desktops, streamlining collaboration and end user workflows.

Tier1 to run its offering on the OpenFin OS and connect with other OpenFin partners.

Ferris brings more than three decades of tech industry leadership.

A Q&A with Markets Media on the key themes for Tier1 in 2020, the trends that are occurring, and solving for our clients’ pain points.

A discussion with WatersTechnology (BST Award 2019) about Tier1’s buy-side application suite for event management and relationship management.

Tier1 included among fastest-growing tech firms for second consecutive year.

Tier1 honored at the Buy-Side Technology Awards for second straight year.

Sales veteran Paul Chesek joins Tier1 with decades of leadership experience.

As part of the domino effect spawned from MiFID II, sell side research is losing customers and, as a result, reducing coverage.

Investment professionals are always thinking of ways to improve performance and efficiency.

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, plans to increase its investment in its buy-side solutions.

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for financial services, has named Metacube as a certified development partner, as well as a sponsor of Tier1’s Capital Markets Lounge at Dreamforce 2019, an exclusive hub for markets and banking professionals.

Capital markets are continuing to shift as a result of regulatory oversight, consolidation of resources and a changing appetite toward technology.

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A Q&A with Traders Magazine to discuss the key factors that are driving the shift in the relationship between the buy side and sell side, how the technology needs of the buy side and sell side are changing, usage of the cloud, and more.

New branding reflects the Company’s focus on premium banking & capital markets solutions.

Gone are the days when single software vendors sold to clients monolithic systems that do a little of everything but nothing really well.

During the “Future of buy-side and sell-side engagement” panel discussion we held last week in midtown Manhattan, RBC’s Global Head of Client Insight, Banking and Technology Kim Prado stated that buying fintech solutions should be the preferred method for any firm because “it makes no sense to reinvent the wheel.

Company adds to executive team after experiencing a year of record-growth.

Tier1 CEO and co-founder Mark Notten spoke to Peter Walker of National Technology News about the impact AI is making in capital markets, if at all.

Coming off its most successful year in the company’s history.

A Q&A with Markets Media about how 2019 will see more of a focus on collaboration between fintechs and the sell side and buy side.

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, has named David Cotten its Senior Vice President of Client Services.

Tier1 was one of 36 winners at the 2018 Buy-Side Technology Awards.

A winner at the Buy-Side Technology Awards for Best Buy-Side CRM Platform, Tier1 spoke with WatersTechnology to discuss the significance of Tier1’s role in helping the buy side with their corporate access initiatives and provide access to a real-time flow of data across the firm.

Firm builds on momentum by opening offices in NYC and Canada.

Awards recognize top fintech vendors across banking and capital markets.

Tier1 CEO and co-founder Mark Notten joins Tabb FORUM to break down how the Capital Markets industry is approaching AI, multi-track innovation, and the focus on a collaborative environment between innovation partners and the sell side and buy side.

New features will help extend power of the universal bank.

Tier1 was the recipient of a financial commitment from Salesforce Ventures to help grow its business.

Raises $34 Million (USD) from Leading Financial and Strategic Investors to Continue Building on Recent Successes

Street Contxt, a fintech company that helps brokerages, independent research providers, and asset managers distribute, manage, and value research and commentary across all asset classes, and Tier1CRM, a leading provider of CRM solutions to the financial services industry, are integrating key business analytics from Street Contxt directly into the Tier1CRM platform.

Tier1 CEO and co-founder Mark Notten shares a comprehensive overview of how Tier1 is powering desks in capital markets with revenue-generating tools through its core system.