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SS&C Tier1 for Capital Markets & Investment Banking

Capital Markets. Corporate & Investment Banking.

Overview

SS&C Tier1 is a leading global client relationship management solution designed specifically for capital markets and investment banking professionals to accelerate client engagement.

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  • Tier1 for Capital Markets & Investment Banking Capture, manage and analyze complex client-related data, then leverage into smart, seamless relationship management, workflow and compliance solutions for research, sales and trading.

  • Access, analyze and communicate in real-time, anywhere, even via mobile. Tier1 facilitates information management and optimizes deal team knowledge sharing, workflows, scheduling, reporting and deal tracking.

  • Tier1 allows users to: - Customize workflows with powerful automation tools - Maximize efficiency and drive growth - Get advanced analytics & client insights - Embedded compliance, security engine, flexible architecture

SS&C Tier1 is a leading global client relationship management solution designed specifically for capital markets and investment banking professionals to accelerate client engagement. The Tier1 platform goes beyond CRM, including data, analytics, and consulting to provide a robust offering from advanced analytics, insights, process automation and collaboration tools to risk management. Request a demo: https://tier1fin.com/demo/

Categories

Business Needs
Sales
Sales Productivity
Sales Intelligence
Industries
Financial Services
Personas
Administrator
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package
Lightning App Builder

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