Introducing Tier 1 CRM 2023.3: Revolutionising client relations in capital markets

Introducing Tier 1 CRM 2023.3 Revolutionising client relations in capital markets

In the rapidly advancing world of Capital Markets’ technology and CRMs, keeping abreast of developments isn’t just a strategy – it’s a lifestyle. SS&C Tier 1, has unveiled the latest enhancements to its CRM platform.

These innovations are set to redefine how you manage, nurture, and monetise your relationships. The 2023.3 Release saw Tier 1 delving deeper into enriching established features, all the while simplifying user experience across its various solution modules.

Enter Data Insights: a remarkable leap in efficiency that obviates the constant need for monitoring. Tier 1 now proactively presents vital information such as trending topics – including tickers, sectors, and interests discussed by your teams. Moreover, it offers recent call reports, updates in coverage, new contacts, vital tasks, and a concise end-of-week summary encapsulating all these shifts.

With this tool, tracking client updates and interests becomes a breeze. Research analysts can gain insights into client interactions, discerning if these lead to meaningful trade conversations. This paves the way for focused efforts that yield optimal results.

The Data Insights suite boasts a plethora of features. These include Trending Topic Dashboards, an intuitive Notification Panel, end-of-week email recaps, and much more.

Furthermore, In-App notifications streamline delivery of the aforementioned Data Insights. It also provides alerts related to account coverage changes, call reports, and more. The immediate access to pivotal data these notifications offer equips users to make informed decisions swiftly.

Tier 1 also introduces Advanced List Management, enhancing efficiency by reducing scroll time and streamlining targeting. Now, research analysts can curate groups of lists, a feature especially beneficial for those in Private Equity. The Client Center also sees enhancements, making list management even more effortless.

Events, a crucial module, hasn’t been left behind. It now offers comprehensive support for Trip and Venue Logistics, making it simpler to correlate event-related details. Event managers can now get a clearer view of transportation efforts, ensuring no logistical element is overlooked.

The cherry on top? Our Product Team is already gearing up for further upgrades in 2023 and beyond. With automation being a key theme, the future looks promising. Keep an eye out, or get in touch for an exclusive sneak peek.

Keep up with all the latest FinTech news here

Copyright © 2023 FinTech Global

Enjoying the stories?

Subscribe to our daily FinTech newsletter and get the latest industry news & research


The following investor(s) were tagged in this article.