Benefits of a Capital Markets and Investment Banking CRM for an Effective Workflow and Actionable Insights

Tier1CRM is the leader in global relationship management for Capital Markets and Investment Banking.

Our solutions attract a prestigious client base of bulge bracket and mid-market banks in the Capital Markets space, spanning Research, Sales and Trading, Corporate and Investment Banking. Accelerated CRM solutions enable greater revenue generation, a competitive edge, and an advantage to service clients more effectively.

Why Use a Capital Markets CRM?

We provide a Capital Markets CRM that empowers the sell side to address the highly nuanced workflow, capital markets-grade security, and compliance requirements needed for the financial services industry. Our solution helps deliver targeted, content-rich conversations at the speed of Capital Markets. We harness more in-depth client intelligence to deliver the right ideas to the right clients at the right time, and provide a single pane of glass that allows you to prioritize your next best call through intelligent list management. We understand the unique, multi-coverage Capital Markets based workflow to bring efficiency, reduce time and effort, and optimize the ROI from your client relationships. Our open platform provides capital markets professionals with best-in-class technology solutions and enables firms to implement proprietary technology with the option of additional integrations and plugins for a customized CRM experience of aggregated and actionable insights.

A Purpose-built Operating System

Our Capital Markets CRM and Investment Banking CRM address the major functions of day-to-day workflow for research analysts, salespeople, equities and bond traders, senior bankers and their analysts, and leadership. Why build a complex operating system and take the burdens of unnecessary cost, functional risk, time to build from scratch, and ongoing maintenance? Our proven, accelerated solutions are backed by more than a decade of constant development and enhancements to work for the capital markets professional.

Our Capital Markets CRM offers a range of highly configurable solutions and is fully interoperable with Salesforce, a top CRM provider in the world across all industry sectors. Leveraging Salesforce’s trusted framework and solid encryption, Tier1 takes CRM to the next level for capital markets, providing capital markets-grade security to preserve the ethical wall, multi-coverage account models, and flexibility to accelerate your build and innovation. Our partnership of multi-track innovation empowers clients to stay ahead and manage their day efficiently.

A common problem is storing large volumes of information in disparate places such as research distribution systems, email, spreadsheets, documents, and other setups. For capital markets users, storing data in a myriad of places makes executing work on time almost impossible without having the latest information in a centralized location. Tier1’s suite of investment banking and capital markets solutions solve these pervasive institutional banking problems with a modular dashboard ready to integrate data and product solutions.

5 Benefits of a Capital Markets CRM

Tier1 understands the day-to-day activities and workflow of Research, Sales and Trading, as well as Corporate and Investment Banking.

  • Facilitate better workflow. Rely on Tier1’s suite of workflow solutions catered for the capital markets and investment banking end user.
  • Increase transparency for executive decision making. Provide management views with greater insight into tasks, revenue, and activity-based costing.
  • Access a multi-coverage model. Automate real-time call report notifications to the appropriate people, a process unique to the capital markets environment.
  • Robust security features. Manage permissioning visibility across the ethical wall with built-in features such as ACE Sharing Framework.
  • Update and make informed decisions anytime, anywhere. Support how teams work today with mobile and Outlook access.
About Tier1

Tier1 is a leader in global relationship management software for capital markets, empowering our clients to increase productivity, reduce relationship risks and enhance customer ROI. Our modular platform is precision engineered to enable clients to capture, manage, and analyze complex client related data—and to leverage that rich information into smart, seamless relationship management, workflow and compliance solutions.

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