Compare Tier1 Financial Solutions

Tier1 Financial Solutions 12 Financial Services
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Crozscore 85% what is this? User Happiness: 100% Press Buzz: 38% User Trend: interest falling
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About Tier1 Financial Solutions Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.
Features 2-Factor Authentication API Batch Permissions & Access Customer Management Data Export Data Import External Integrations Multi-Currency Multi-User Notifications BitCoin PayPal Stripe
Summary TRACK: Clients, deals, emails, data, pipelines, progress, tasks COMMUNICATE: Engage the right people, build lasting relationships MOBILE: Stay connected anywhere, any time DATA: Security Industry-specific, battle tested security SHARED ACCESS: Collaborate easily, 360 client view INTEGRATE: Connect to the apps you already use daily AUTOMATE: Save time and effort ANALYTICS: Receive actionable insights and drive revenue

FAQs Does this service offer an API? Yes Does this service offer guides, tutorials and or customer support? Yes What is this service generally used for? Account and contact management, list management, event management, deal management, and prospecting. What platforms does this service support? Salesforce Who are the main user groups of this service? Salespeople, Traders, Research Analysts, Corporate Access, Event Coordinators, Conference Coordinators, Portfolio Managers, Investment Bankers, Prime Brokerage Specialists Does this service integrate with any other apps? Yes What are some applications this service is commonly used in tandem with? We have multiple product partners that we work with to connect our solutions. Does this service offer multi-user capability (e.g. teams)? Yes
Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 268
Other Who uses Tier1 Financial Solutions SMEs Enterprises Desktop Platforms: Web App Windows Macintosh Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.