Tier1CRM - The Capital Markets CRM vision leader
Tier1CRM™ has a highly respected team of consulting staff to ensure our customers are successful with salesforce.com™.
Our proven 5-step methodology of Plan / Implement / Deploy / Optimize / Support has been utilized in over 100 consulting assignments to the rave reviews of our clients.
Whether implementing the Tier1ACE Apps "out of the box" or leveraging the mature Financial Services specialized object and security models and workflows of the ACE Framework to provide customized solutions, Tier1 Professional Services help lower the risks and reduce the costs and time of implementing your solution.
FINANCIAL SERVICES EXPERTISE AND SOLUTIONS FOR:
- 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
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