Relationship management tool to be targeted at sales and trading professionals

TORONTO and NEW YORK, Sept. 24, 2018 /PRNewswire/ — Tier1CRM, a leading provider of cloud-based relationship management solutions for capital markets participants, plans to extend its offering by building on the Salesforce Financial Services Cloud platform later this year. A ‘sneak peek’ of the new module, which will combine elements of Salesforce Financial Services Cloud with key components of Tier1CRM’s core product range, will be available for demonstration at Dreamforce in San Francisco on September 25-28.

Tier1CRM has developed secure relationship management solutions on the Salesforce Platform for the investment banking and markets segments of the financial services industry since 2008. The launch of this latest capital markets module comes at a time of rapid growth for the firm, which in less than a decade has acquired tens of thousands of front office end-users.

“This announcement demonstrates our investment in providing an offering that meets the sophisticated workflow requirements of sales and trading professionals,” said Mark Notten, Tier1CRM CEO. “By delivering valuable insights and coverage management to these users, while supporting regulatory requirements such as MiFID II, we’re helping to shape the sales and trading desktops of the future.”

Doug Christensen, VP of Strategy at Tier1CRM, is working to share his knowledge of capital markets, as well as recommend the approach to accentuate its increasing appeal to the capital markets industry. Christensen joined Tier1CRM earlier this year after working at firms including Barclays, Lehman Brothers and Bear Stearns, among others.

Tier1CRM helps financial institutions efficiently and more profitably manage client relationships, improve internal transparency and collaboration, manage deal-related activities, and comply with regulatory requirements. In December 2017, Tier1CRM raised $34 million (USD) in growth equity financing from a group of investors led by Wavecrest Growth Partners, with participation from MassMutual Ventures and Salesforce Ventures.

About Tier1CRM

Tier1CRM is a leader in capital markets CRM. Built on top of the Salesforce Platform, Tier1’s flagship product, ACE, is an HTML application suite that helps sell-side and buy-side clients generate new revenue opportunities, improve customer service, and achieve greater efficiency across the organization. Tier1 gives clients a “single pane of glass” view into client and employee activity and is currently utilized by tens of thousands of users across the sales and trading, corporate and investment banking, and investment management landscape. Visit us at http://www.tier1crm.com.