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SS&C Tier1 for Event Management

Differentiate your Corporate Access Program

Overview

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.

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  • 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.

Tier1 Events is an advanced event management platform for capital markets & investment banking delivering comprehensive event workflows coupled with critical data & real-time collaboration to facilitate all your Corporate Access activities. Tightly integrated into your CRM with market data, make informed decisions on meeting allocation maximizing your events while seamlessly event marketing and organizing logistics. The Tier1 Events module: • Standardizes your event templates for easier and accurate consumption reporting • Provides a forward-looking calendar using smart filters & color-coding options with flexibility on booking & request rules • Seamlessly generates roadshow schedules & itineraries covering meetings and logistics • Provides robust virtual meeting capabilities accommodating all necessary inputs filtering into the schedules and itineraries disseminated to attendees • Utilizes your proprietary data, intra firm communications & broker vote to target effectively & make informed decisions on your allocations • Supports persona driven workflows to provide Sales constant event access & updates in the core CRM Request a demo: https://tier1fin.com/demo/

Categories

Business Needs
Event Management
Industries
Financial Services
Personas
Business User
Marketer
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.
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
Salesforce Shield
Managed Package
Lightning App Builder

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