SS&C | Tier1 Winter 2023 Product Release

by | Dec 16, 2022

Our product team continues to provide our valued clients with the sophisticated tools and capabilities necessary to capture critical data in the right places at the right time and maximize your impact with your clients and partners.

Tier1CRM announces its winter 2023 product release. With a focused balance on extending functionality and improving product performance, we are excited to share some highlights that showcase the enhancements offered across our latest solution set.

Client Center

  • Advanced Grid Filtering
    Optimizing user productivity, we are introducing powerful spreadsheet-like filtering in key areas of the application to make finding data easier.
  • Flexible Call Report Notifications
    Client Center now offers a new flexible Call Report email notification template to ensure the most relevant information is shared to users.
  • Activity Manager Interactions Tab
    To help users prepare for upcoming meetings and review the client interactions and their consumption in a single view, Activity Manager introduces a new tab that displays both Tier1 Events and Call Reports in a consolidated grid.


  • Support Date time Fields
    To help compliance track the date time when users had knowledge of the deal, we now offer date time fields to support more granular date tracking.
  • Deal List Grid Improvements
    Query and processing optimizations have been made to load records faster into the deal list grid.


  • MeetMax Integration
    Tier1’s MeetMax integration provides Tier1 users a unified booking event experience. In Client Center, users can view MeetMax conferences alongside Tier1 events in the Events Cube, they can then register their contacts to a conference.
  • New Meeting Requests
    Events is introducing the ability for users to request meeting preferences for a specific event. This new feature will help coordinators and sales to solicit interest in an event and then coordinators can plan the appropriate number of meetings
  • Booking Screen Improvements
    The Booking screen has been improved in several areas including the addition of inline edit on the Add Accounts and Contacts tabs, and introducing Reason to the Add Covering Professional tab. Administrators can now disable, re-order, or re-label tabs on the Booking screen.
  • Event Feedback
    Feedback from event attendees is vital information for corporate access teams to improve future events therefore we have introduced the ability for users to capture event insights.
  • Event Summary Improvements
    Tier1 Events Summary screen continues to be enhanced to accelerate event coordinator workflows so that they can complete their actions more quickly and effectively.


  • OAuth for Office 365
    Tier1 for Outlook has added support for Microsoft OAuth-based authentication. This update is only applicable for mass emails delivered by EWS to Exchange Online Office 365 environments and not applicable for on premise Exchange or SMTP/Omnigage.
  • Submit Confirmation Code to Start Mass Email
    To prevent users from accidentally mass emailing to contacts or to lists, Tier1 for Outlook has added support for a confirmation prompt which requires the user to input a random generated code before starting the mass email process.

Security Engine

  • Security Configuration Console Enhancements
    Security Configuration Console has been improved to display configurations for batch settings, activity security, and disabled triggers without having to navigate to Salesforce.

To see the full product release, please request a copy here.

For more on Tier1CRM solution for Capital Markets and Investment Banking, or specific details on the product modules, please visit our Resource Center.

Product Update Summer 2021

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