Tier1ACE™ Ownership Data
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Data quality is a critical success factor to any CRM solution. Tier1ACE™ Ownership Data enhances your Salesforce account and contact information by delivering trusted, high value data from Thomson on demand. Work more efficiently and effectively by eliminating time spent maintaining data. Tier1ACE™ Ownership Data allows you to focus on managing your relationships, instead of managing your data.
Tier1ACE™ Ownership Data is a powerful prospecting, analytics and data management tool for sales, trading and research professionals to build better relationships, increase client intelligence and stay informed of trading activity and ownership trends.
Data quality is a critical success factor to any CRM solution. Tier1ACE™ Ownership Data enhances your Salesforce account and contact information by delivering trusted, high value data from Thomson on demand. Work more efficiently and effectively by eliminating time spent maintaining data. Tier1ACE™ Ownership Data allows you to focus on managing your relationships, instead of managing your data.
Data provided by:
Features
Enhance Prospecting
- Quickly locate new potential prospects using numerous search criteria
- Track key contacts with detailed buy-side profiles for portfolio managers, analysts and traders
- Arm yourself with the most timely and accurate holdings content
Increase Client Intelligence
- Quickly get up to speed on ownership trends with detailed account and ticker dashboards, including interactive charts
- Efficiently analyze Thomson data in context with your own client coverage
- Reduce search times by saving key searches and client profiles
Maintain Data Integrity
- Improve Salesforce data quality by referencing Thomson’s database
- Keep your Salesforce data up to date; update all or specific Salesforce account and contact fields using Thomson data
- Selectively map Thomson fields to Salesforce through an easy to use administrative interface
- Update all bound Salesforce accounts and contacts with a single click
Seamlessly access Thomson data from Salesforce
- Enhance prospecting capabilities with over:
- 15,000 institutions
- 46,000 funds
- 10,500 hedge funds
- 130,000 contacts
- Direct access to Thomson global institutional ownership data including:
- Comprehensive buy-side account holdings
- Stock ownership
- Detailed contact profiles
- Customize searches through numerous criteria such as:
- Account Type, Investment Style, Country
- Equity asset range
Enrich your Salesforce Data with Thomson
- Selectively add new accounts and contacts with Thomson data
- One click synchronization of account and contact information in real-time
- Compare and select desired fields when updating
- Enhance Salesforce reports with the addition of Thomson data
- Conveniently view Thomson data within Salesforce
“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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