Tier1ACE™ Capital Markets Edition
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Tier1CRM : Tier1ACE™ Products : Capital Markets Edition
Tier1ACE™ Capital Markets Edition is a pre-packaged, fully integrated CRM Solution tuned to the specialized needs of all Capital Markets business users including Equities, FI, FX, Derivatives, Prime Brokerage and Investment Banking.
This powerful toolset provides an easy to use, secure and scalable environment designed to manage client accounts more profitably, to drive up commissions, to decrease costs and to improve line of business communication and efficiency.Client Report Card
Convenient Centralized Investor And Corporate Account Management
- Account tier, priority and strategy development
- Institutional Memory: Buy-side Account Holdings and Interests, Call Reports, Marketing Event Feedback, etc.
- Account Team assignment / Product coverage / Contact coverage
- Account Profitability - Commissions paid to trading floor*, Expenses*
- Relevant Account activity such as New Issues Purchased* and Recent Trades*
- Research Reports sent *, Instant messages*
* Integration with source systems
Institutionally-Focused Call List Management
- Support for Primary and Backup coverage
- Custom Contact Lists with indication of Last Interaction
- Dynamic individual Call Sheets with progress tracking
- Predefined Account Coverage list with Last Interaction tracking
- Opportunity Contact List generation based on:
- Stock preferences and holdings
- Participation in Company and Analyst Events
- Research Preferences
- Morning Meeting Ticker Lists?
Contact Activity Tracking and History
- Accelerated collaborative call reporting
- Automatically add to Analysts' Call Sheet with notification
- Record buy-side Client Holdings, Stock Interest, Conference Interest
- Record client feedback from Company and Analyst Events
Short List
ShortList Specified Client Search
- Find Clients based on security interests and holdings, marketing event attendance and feedback.
- Collaboration with sales and research
- Search by stock ticker or other security, company name, sector interest, date, etc.
Research Preferences
Centralized Research Preferences
- View and edit detailed Research Preferences by individual Contact
- Integration with Research Distribution and tracking systems
- Integration with Research Publication and compliance tools
- Optional approval process for enabling new research entitlements
Group Event Manager
Analyst and Corporate Account Group Marketing Calendar
- Specialized Corporate Client Marketing Event reports for pre-event planning and post-event follow-ups
- User configurable Views and Filters (e.g. by City, Analyst, Corporate Account)
- Self-booking or requested time slots to be arbitrated by an admin
- Restricted time slot requests by tier of client account
- Low attendance indicators
- Prioritized client booking
Dashboards
Professional and Executive Dashboards
- Reporting on key account metrics such as marketing events, commissions, account team activity
- Provides actionable insight and analysis
- Proactive vs. reactive focus on client accounts, profitability, tier
- Easy reporting and drill down capabilities
- Export to Excel
Other Features
Telephony Integration
- Automated calling and voice blast integrated with call lists
- Call progress tracking, and easy call report logging
- Click to dial, and automated inbound call recognition and logging
* Available through specialized provider partners, or via integration with your own data sources and infrastructure
Easy to Use, Easy to Access, Easy to Configure
- Secure web-based access via browser
- Streamlined interface is designed to minimize screens and clicks
- Integration with Microsoft Outlook, and wireless devices
- Can be integrated with data from front, middle and back office systems
- Many configurable features that can modified by business users with appropriate security access
Data Feeds
- Pre-populated database of buy-side institutions including detailed profiles of individuals, and comprehensive management company and fund level share ownership
“We honestly don't know how we managed without StaightThrough (Tier1CRM) GEM for Salesforce! StraightThrough's (Tier1CRM's) exceptional knowledge of the financial sector allowed them to build a Salesforce solution perfectly suited to how Blackmont Capital does its business. We believe our StraightThrough (Tier1CRM) Salesforce solution gives s significant advantage over our competition”
“ACE has successfully leveraged and extended core Salesforce functionality to create a gracefully customized solution to fit our Sales, Trading, and Research areas. By combining efficient data integration strateies and careful enhancements of the presentation layer, the product has emerged as a tremendous value added to the basic Salesforce model. StraightThrough (Tier1CRM) has enabled workflows, feedback loops, meeting and expense tracking, research entitlements, conference attendance, and several other refinements specifically tuned to provide a 360 degree view of client activity using our firms own data displaying a client specific ROI for the Institutional space.”
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