AI TOOL PROFILE
SS&C Tier1: Capital Markets and Investment Banking CRM
- Sales
- CRM
- Investment banking firms
- Capital markets professionals
- Sell-side research and trading teams
- Boutique advisory firms
- Enterprise financial institutions
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website. The tool offers different packages, including Tier1 Core and T1000 for enterprise institutions with 100+ users.
At a glance
- Best for
- Investment banking firms, Capital markets professionals, Sell-side research and trading teams, Boutique advisory firms, Enterprise financial institutions
- Key use cases
- Investment Banking Deal Tracking, Sell-Side Relationship Management, Roadshow and Event Coordination, Compliance-Driven Data Access
- Integrations
- Salesforce, Outlook, Blue Matrix, CIA Omnigage
- Official website
- Visit tier1crm official website
How AI is used
SS&C Tier1 is a modular CRM platform built on Salesforce infrastructure, designed for the capital markets and investment banking sectors. It provides tools for tracking transactions, managing client interactions, and organizing deal pipelines.
The software is intended for financial services firms, including boutique firms, advisory services, and larger enterprise institutions. It helps these teams centralize client data and coordinate communication across different lines of business.
Key capabilities include a 360-degree client view, event management for roadshows, and a security engine designed to maintain ethical walls between banking and capital markets. The platform provides mobile access for tracking tasks and creating call reports.
Buyers should confirm whether the modular structure and specific financial workflows align with their internal compliance requirements and if the T1000 enterprise tier or Tier1 Core foundation fits their user count.
Key Features
Deal Pipeline Management
Supports tracking and managing various stages of the deal pipeline to help organize business development efforts.
360-Degree Client View
Centralizes client information and interaction history to provide a comprehensive view of relationships.
Ethical Wall Security
A security engine designed to separate private transactional data from public account data to support regulatory compliance.
Outlook Synchronization
An add-in that allows users to sync data and perform CRM tasks within their email interface.
Event Management
Tools for coordinating corporate access, analyst roadshows, and deal itineraries.
AI/ML Insights
Uses data science methodologies to deliver prompted insights and alerts in real time based on proprietary and third-party data.
Use Cases
Investment Banking Deal Tracking
Managing the identification of buyers and tracking the progression of transactions through the pipeline.
Sell-Side Relationship Management
Supporting research, sales, and trading professionals in maintaining a centralized record of client engagements.
Roadshow and Event Coordination
Organizing physical and virtual events and itineraries for analysts and corporate clients.
Compliance-Driven Data Access
Using ethical walls to restrict sensitive information between different business lines within the same firm.
Integrations
- Salesforce
- Outlook
- Blue Matrix
- CIA Omnigage
FAQ
Who is SS&C Tier1 designed for?
- It is designed for research, sales, and trading professionals on the sell-side, as well as investment banking, advisory, and boutique firms.
Does SS&C Tier1 help with compliance?
- Yes, it includes an Ethical Wall security engine designed to separate private transactional data from public data to help firms adhere to regulatory standards.
What is the difference between Tier1 Core and T1000?
- Tier1 Core serves as the foundation for general client relationship activities, while T1000 is a complete solution intended for enterprise institutions with over 100 users.
Source category: Sales
Source subcategory: CRM
More tools in Sales
Other published listings in the Sales category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
