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Tier1 Financial Solutions Security Engine

By Tier1 Financial Solutions

Reduce operation costs with Tier1 Security Engine

No Ratings
Starting at $5,000   USD/1/one-time payment
Industries
Financial Services
Business Need
IT & Administration
Security
Requires
None
Compatible With
Sales Cloud
Financial Services Cloud

Tier1 Security Engine is purpose-built sharing solution so your organization can have a single instance for capital markets and investment banking to reduce operation costs.

Highlights

Configure a data ethical wall between the private side of the wall and public side of the wall. Optionally configure wall crossing workflows for research analysts to work on deals.

Share data such as tasks, meetings, call reports, deals, trades based on coverage to ensure a need-to-know basis.

Flexible configuration options to share data based on ad-hoc defined teams, Salesforce role hierarchy, and add custom objects to coverage-based sharing.

Configuration console to help system administrators and support to manage and monitor security engine settings.

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

Professional Services

$5,000 USD/1/one-time payment

Lowest Starting Price

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