Tier1 Financial Solutions
The Client Relationship Platform for Capital Markets.
Overview
Tier1 Financial Solutions provides a suite of CRM and deal management products tailored to the specific needs of capital markets professionals. Built on top of the Salesforce platform, Tier1 helps firms manage client relationships, interactions, and events. While primarily aimed at the sell-side and buy-side, its event management and CRM capabilities are relevant for corporate IR teams managing their interactions with the street.
✨ Key Features
- Capital Markets CRM
- Event Management & Corporate Access
- Deal Management
- Relationship Analytics
- Built on Salesforce
- Mobile Access
🎯 Key Differentiators
- Flexibility of the application layer on top of a core CRM
- Strong focus on the entire client relationship lifecycle in capital markets
- Packaged solution for faster deployment than a custom Salesforce build
Unique Value: Tier1 provides a specialized, flexible CRM platform that understands the unique relationship and event management workflows of capital markets, enabling firms to gain a holistic view of their clients.
🎯 Use Cases (4)
✅ Best For
- Used by leading firms in investment banking, asset management, and capital markets.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Not a tool for SEC filings, IR websites, or press release distribution.
🏆 Alternatives
Offers a more tailored, out-of-the-box solution for capital markets than a generic Salesforce implementation, while being more flexible than some other purpose-built competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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