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Tier1 Financial Solutions Consumption Reports

By Tier1 Financial Solutions

Limit manual intervention with advanced data mapping

No Ratings
$5   USD/user/month
Industries
Financial Services
Business Need
Sales Intelligence
Dashboards & Reports
Data Visualization
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Tier1’s solution to Consumption Reporting isn’t just a report, but a methodical response in which the mapping of customized data needs and preferences for each of your clients is already solved for you.

Highlights

Allows users to track all interaction types by client, such as emails, calls, research readership, analyst models, analyst and corporate access meetings and any other interaction type necessary, for the broker vote submission

Provides exception reporting, reflecting unacceptable values, empty fields etc., and gives you access from the same window to correct the data points on those interactions

Has access to an Interactions Summary Report (ISR), pulling in all information from Tier1 Client Center, Tier1 Events and any other integrated vendors you work with, into a single spreadsheet

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, based on user count and length of term. Requires Tier1 Financial Solutions for Banking and Markets in AppExchange https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aqHEAQ

Default Plan

$5 USD/user/month

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