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.

equity research sales and trading crm platform

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.

sell-side technology

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

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.

mobile crm app
Tier1 Express Solution

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.

PACKAGES

T1

Essential tools for up to 10 users, ideal for dedicated teams and boutique firms.
_

$1,750

per month, billed annually

LEARN MORE

T100

Advanced functionality for up to 100 users for mid-market firms and multiple teams.
_

$15,000

per month, billed annually

LEARN MORE

T1000

The complete, connected CRM solution for 100+ users at the enterprise institution.
_

Please Call

_

LEARN MORE

T1 T100 T1000
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

*Couple any package with Tier1’s best-in-class partner network providing an optimized connected experience.
Visit our expansive partner network for additional details.

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

Subscribe to our newsletter