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SS&C Tier1 for Capital Markets & Investment Banking

By Tier1 Financial Solutions

Capital Markets. Corporate & Investment Banking.

Starting at $80   USD/user/month
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Industries
Financial Services
Business Need
Sales
Sales Productivity
Sales Intelligence
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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

Highlights

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

Provider Details

Tier1 Financial Solutions
Toronto, Ontario, Canada
Founded
2008
Website
Email
Phone
1(800) 833-3626

Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. An official Salesforce partner for Capital Markets CRM solutions, we empower our clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. Trusted by nearly 20,000 CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights and a centralized view of client interactions that drive revenue-generating engagements – all on a capital markets grade security engine. Serving the unique needs of Research, Sales & Trading, Corporate & Investment Banking, and Investment Management professionals, we advance client relationships and workflows with data-driven insights across desktop and mobile devices, empowering collaboration, transparency and communication. Visit us at www.tier1fin.com.

Pricing Details

Tiered pricing available based on the product modules selected and the number of users.

Default Plan

$80 USD/user/month

Lowest Starting Price

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