EQUITY RESEARCH, SALES AND TRADING CRM
A robust, modular, and flexible sell-side CRM for equity research, sales and trading professionals looking to gain a 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 proprietary institutional knowledge, to provide insights for equity research, sales and trading professionals. Gain access to intelligence that informs 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 with our sell-side technology
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.
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.
Manage compliance obligations and relationship risk
The equity research, sales and trading industry’s ever-changing regulatory landscape requires adaptable software solutions. 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 CRM 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’S EXPRESS SOLUTION
For equity research, sales and trading professionals in need of a ready to go platform, check out our express solution. Designed by market experts, our Tier1 Express Solution provides you with the best in breed modular CRM in just weeks with no IT expertise needed.
Essential tools for up to 10 users, ideal for dedicated teams and boutique firms.
per month, billed annually
Advanced functionality for up to 100 users for mid-market firms and multiple teams.
per month, billed annually
|Users||Up to 10||Up to 100||Over 100|
|Per month, billed annually||$1,750||$15,000||Please call|
|Tier1 Core – Details
|Tier1 Consumption Reporting – Details
|Tier1 Mobile – Details|
|Tier1 Prospector – Details|
|Tier1 Outlook – Details|
|Tier1 Events – Details|
|Tier1 Ethical Wall Security – Details|
|Tier1 Partner Plug-Ins – Details||Available||Available||Available|
|Support – See Support Packages||Standard||Standard||Enhanced|