Tier1

About

Tier1, an SS&C product, is a highly-rated cloud-based Customer Relationship Management (CRM) solution, earning a 4.4-star rating from 712 reviews. It is specifically designed for Corporate & Investment Banking, Research, Sales & Trading, and Investment Management professionals, enhancing productivity through comprehensive client interaction and relationship management. Key features include contact management, interaction tracking, client segmentation, marketing automation, and internal chat, all delivered via workflow-optimized experiences and data-driven insights across desktop and mobile devices. Ensuring robust data security with a capital markets-grade engine, Tier1 also offers a free trial.