RESEARCH, SALES AND TRADING

Leverage a robust, modular, and flexible sell-side CRM to gain competitive edge

Unpredictability in the financial markets doesn’t have to be difficult to navigate. Gain a competitive edge and accelerate your relationships using leading sell side technology built into a capital markets CRM. 

WATCH A QUICK DEMO

Prompt insights fueled by data-driven intelligence to drive revenue generating interactions

Advanced and sophisticated workflows to capitalize on new opportunities with timely engagements, while mitigating relationship and regulatory risk. Whether it’s marketing research, corporate access events or simply managing valued relationships, a capital markets specific CRM facilitates all critical path needs for successful execution.

INSIGHTS TO PROMPT ENGAGEMENT

The right move at the right time

Tier1’s sell-side Core CRM solution combines critical interaction tracking workflow, market data, and your proprietary institutional knowledge, to provide insight and intelligence informing your next best action to yield revenue generating results.  Learn more about how to allocate your resources efficiently utilizing data-driven intelligence to inform your client profitability analysis here.

INTELLIGENCE TO DRIVE REVENUE

Uncover untapped revenue and new business opportunities

Gain powerful insights and intelligence into your existing clients as well as prospecting for new business. Execute on a dual strategy simultaneously tracking your profitability with clients making sure you are prioritizing key activities and opportunities as well as aligning your resources accordingly.

Corporate Access Event Management

ADVANCED CORPORATE ACCESS EXECUTION

Optimize every event, every time

Tier1 Events is the premier sell-side Corporate Access platform delivering comprehensive event workflows integrated tightly with your proprietary relationship information and market data, to maximize the outcome of your events. Collaborate seamlessly across desks on all event types for your corporate coverage, analysts, and clients. Take advantage of streamlined workflows accommodating logistical planning and execution.

 

 

NEXT GEN AUTOMATION

Don’t leave revenue on the table by manually tracking your activities and interactions

Take advantage of our Consumption Reporting Solution which not only seamlessly aggregates your interaction data per client, but simultaneously checks against the acceptable formats per aggregator and separates those interactions not fully compliant or complete, to be rectified before submission.

Efficiently monitor your coverage, automate your prioritization, and execute effortlessly across your targets using data-driven intelligence.

Consumption Report
CRM Risk management

REDUCE RISK

Manage compliance obligations and relationship risk

With an ever-changing regulatory landscape, engage with Tier1’s research and corporate access tools to manage your MiFID II requirements. Mitigate relationship risk with proper automated services to monitor your engagements, resource allocation, and track against any internal profitability goals.  Tier1’s sell-side platform is consistently evolving to accommodate your competitive and regulatory needs. The platform at its core delivers critical functionality per desk and accommodates cross sell opportunities.

DON’T MISS OPPORTUNITIES
WHILE OUT OF THE OFFICE

Even when traveling or remote, make informed decisions in real time while keeping your coverage teams and management in the loop through instantaneous voice-to-text. Tier1’s mobile app allows you to prepare on-the-go for conversations and meetings, and act on critical information immediately, increasing your productivity and output. Leverage your Capital Markets CRM anytime, anywhere, to seamlessly communicate timely information to your colleagues.

Tier1 Express Solution

TIER1’S EXPRESS SOLUTION

Take advantage of Tier1’s express solution, designed by market experts, providing you the best in breed modular CRM in just weeks with no IT expertise needed.

Want in? Check out a demo today or contact our Sales team for a free trial.

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