Tier1CRM - The Capital Markets CRM vision leader
Tier1CRM is known for its deep expertise in Financial Services. We are building on that success in our Professional Services Division by creating vertically specialized practice areas to encompass the following sectors:
Tier1 ACE Framework
Financial Services Solutions
- Institutional & Corporate Accounts & Contacts - Predefined fields, tiering, ranking, page layouts & record types, Covered contacts by product, role, Account coverage teams by division, productt
- Employees - Organization by department, division, product, coverage role, Auto-sync fields to Salesforce, Enables security access to subset of account/contact based on coverage roles user account
- Account and Contact Coverage - Who covers whom - by product, division, role, Security model to show/hide data based on account coverage
- Call Reports - Record significant meetings, minutes, external & internal attendees, Security model & notification of resulting actions/notes based on attending accounts' coverage
- Cross Sells - Track originator, product(s), success status, Connect the resulting deals to the cross sell
- Deals - Track key attributes including type, stage, history, deal team, economics, co-managers, key dates, documents, activities with Security model to allow appropriate sharing, Track allocations and indications of interest
- Reports and Dashboards - Out of the box templates that can be further customized, extended and shared, co-managers, key dates, documents, activities with Security model to allow appropriate sharing, Activities by Account, Contact, Employee; Pipeline; Coverage
- Sell Side - Capital Markets, Investment Banking, Prime Brokerage, DMA, Stock Exchanges, Syndication
- Buy Side - Asset Management, Hedge Funds, Fund Wholesalers.
- Retail - Wealth Management, Discount Brokerage, Mortgage, Mutual Funds, Corporate Credit Card, Mortgage Funds, Insurance
“We've been working with Tier1CRM for a few years now, and their quality of service, support and execution have been consistently excellent. Over that time, Tier1CRM has taken a set of well-designed Salesforce.com extensions and built it out into ACE, a significant full-blown capital markets solution which our equities desk uses everyday. ACE is a great product that increases our client intelligence, streamlines our day-to-day workflow and allows NBF to be much more proactive about our relationships, manage our activities more effectively and increase our internal knowledge of how we are executing as a business.”
Customer Review
the AppExchange
Copyright © 2011, Tier1CRM™ Inc. All Rights Reserved.