The Intelligence to Calibrate Your Next Move
Successfully managing deals requires precise calibration of workflows, contacts, timelines and data. Tier1 knows deal teams need to access, analyze and communicate in real-time, anywhere, at any time. Respecting that data visibility and access need to be secure, we built our solution to maintain the ‘ethical wall’ between banking and markets activities.
Enhancing Salesforce with multi-layer security and coverage models, Tier1 facilitates information management, enhances deal team knowledge sharing and optimizes workflows, scheduling, reporting and deal tracking.
Tier1 lets banking teams manage their pipeline and active deals seamlessly and securely, ensuring sensitive information is shared only with the right people at the right time. With rich client data, activity updates and competitive insights delivered at a glance—wherever deals take you—Tier1 streamlines planning, scheduling and managing deal flow from sourcing mandates to closing deals. At the speed of transactions.
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.