The Tier1ACE for Investment and Corporate Banking suite provides the most sophisticated and the easiest to use workflow CRM tools specifically designed for bankers, analysts and associates. Powered by Salesforce.com, the database and Apps are designed to work with the rest of our full spectrum Capital Markets product suite and security model.

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Deals

Flexible design to capture deals attributes, track deal pipeline and related activities for each stage.

1-click to view open deals by stage with related call reports.

Security model to control access based on ethical walls.

RM Coverage

1-click to list all your covered Accounts and Contacts.

Sort by last interaction to encourage regular follow-ups.

Auto-sync contacts you cover to your Outlook & mobile devices.

Create and share lists of accounts and contacts.

1-click to launch Call Report, Cross Sell, New Deal and other communication tracking tools.

Call Reports

Record client and staff attendees, meeting notes and set follow-up actions – all with very few clicks.

Auto-notify coverage teams, and anyone who needs to know.

Lock down the Call Report security to attendees, deal team or any other group.

Audit changes to the Call Report to highlight send times.

Cross Selling

Can be initiated by sales staff and routed automatically to product specialists in other divisions.

Tracks cross sell success and allows evaluation of the resulting deal.

Tier1’s next generation of mobile apps designed for Capital Markets users now includes Radar, which highlights your clients, contacts and deals which require your attention.

Corporate Access & Analyst Events

Marketing calendar for deal and non-deal roadshows.

Calendar for planning company marketing and analyst presentations.

Custom itineraries for attendees and hosts.

Client Profitability / Client Scorecard

Displays revenue statistics by products and LOB’s.

“Snapshot” data records can be provided from external analytics.

Revenue

Expenses

Target vs. Actual

Access can be controlled to product teams and coverage.

Reports and Dashboards

Pre-Defined, customizable reports and dashboards provided such as:

  • Pipeline
  • Deals by Stage
  • Deals by Type
  • Plan vs. Actual etc