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SS&C Tier1 for Event Management
Differentiate your Corporate Access Program
Starting at $30 USD/user/month
- Industries
- Financial Services
- Business Need
- Event Management
- Requires
- None
- Compatible With
- Sales CloudExperience CloudFinancial Services Cloud
The premier sell-side Corporate Access platform for capital markets & investment banking delivering comprehensive event workflows integrated tightly with your proprietary relationship information & market data, to maximize the outcome of your events.
Highlights
All your events in one place, for everyone. Streamline collaboration across various desks and asset classes with a firm-wide corporate access calendar.
Take advantage of the connected experience. Maximize events with a connected experience across your data, colleagues, and clients. Optimized event interactions for greater collaboration. Enable your teams to provide clients easy access to your events.
Client Portal: Provides clients with 24/7 access to event information, self-service scheduling, and real-time updates.
Calendar Sync: Automatic synchronization with calendars to ensure timely and accurate scheduling.
Mobile Access: Accessible via the Tier1 Mobile Now app on different mobile devices, to allow users to manage meetings, view event schedules, and track client interactions on the go—ensuring productivity and seamless engagement anytime, anywhere.
Configurability & accessibility are crucial for success. Ease of use and ready access to data from familiar access points drives adoption leading to a more successful Corporate Access program.
Provider Details
Tier1 Financial Solutions
Toronto, Ontario, Canada
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, based on user count & length of term. For Client Portal add-on (please inquire) Requires Tier1 Financial Solutions for Banking and Markets in AppExchange https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aqHEAQ
Default Plan
$30 USD/user/month
Lowest Starting Price
Default Plan + Calendar Sync
$43 USD/user/month
Lowest Starting Price
Client Portal
$0.79 USD/user/month
Lowest Starting Price