Video

Tier1 Demo at Salesforce World Tour NYC 2019

Join us as we take you through the Financial Services Cloud Edition built by Tier1 Financial Solutions. Hear from Tier1’s Doug Christensen as he walks you through the cutting-edge technology that combines Salesforce’s powerful FSC and Tier1’s capital markets-focused workflow which includes a streamlined data and communication channel and supports an increased flexibility of add-on tools.

Discover how the interoperability of FSC and Tier1 can help grow business through the addition of two vital functions, Action Plans and Relationship Maps, that provide coverage teams with standardized strategies to target a greater percentage of a clients’ wallet share and a breakdown around the connection of individual contacts and accounts. In this session, Doug will discuss how this functionality delivers the universal bank with the platform to extend its power to capital markets.

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