Compare Tier1 Financial Solutions vs CardPointe

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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.

About CardPointe

CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. The CardPointe platform comes with a full suite of products including a Virtual Terminal, plug-and-play retail terminal, Hosted Payment Page, mobile app and device.

Users can easily manage all of their business's credit card transactions and perform actions like set up bill plans and manage PCI compliance by taking the PCI Self Assessment Questionnaire. Every transaction processed with CardPointe is protected by CardConnect's patented tokenization and PCI-validated point-to-point encryption (P2PE).

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

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

Summary

    No key features associated with this application.

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

FAQs

    What is this service generally used for?
  • CardPointe is a powerful platform that allows businesses to simply and securely accept and manage credit card payments.

  • Who are the main user groups of this service?
  • CardConnect processes payments for businesses of all sizes. CardPointe is most often used by small to medium-sized organizations of all industry types.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
268

Vendor Information

Founded:
-
Based in:
King of Prussia
Employees:
201-500
Likes:
Followers:
2.41k

Other

Who uses Tier1 Financial Solutions
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses CardPointe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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