SS&C Tier1
Capital markets CRM built on Salesforce for investment banking and financial services
About SS&C Tier1
SS&C Tier1 (formerly Tier1 Financial Solutions) is a relationship management CRM platform purpose-built for capital markets, corporate and investment banking, and investment management. Operating as a Salesforce Financial Services Cloud accelerator, it provides workflow-optimized experiences, centralized client interaction views, and prompted insights that drive revenue-generating engagements. Trusted by over 19,000 users worldwide, Tier1 enables financial institutions to capture, manage, and analyze complex client data across research, sales and trading, and deal management workflows. The platform includes contact management, interaction tracking, deal pipeline management, event marketing, and capital markets-grade security.
Pros & Cons
Pros
- Purpose-built for capital markets and investment banking workflows
- Intuitive interface that is easy to navigate even for non-technical users
- Excellent customer support and implementation assistance
- Native Salesforce integration leverages existing ecosystem investments
- Award-winning mobile experience (five-time winner of Best Sell-Side Mobile Initiative)
- Comprehensive 360-degree client view across the entire organization
- Strong security and compliance features for regulated financial institutions
- Trusted by 19,000+ users at major financial institutions worldwide
Cons
- No publicly available pricing makes budgeting and vendor comparison difficult
- Performance can be slow when handling very large datasets
- Requires Salesforce Financial Services Cloud as a prerequisite, adding to total cost
- Narrowly focused on capital markets and investment banking use cases
- Limited value for organizations outside the institutional financial sector
- Enterprise-only pricing may be prohibitive for smaller financial firms
- Customization complexity due to dual Salesforce and Tier1 configuration layers
Key Features
Relationship Management
360-degree centralized view of client information, contacts, and interactions across the entire organization to identify relationship strengths and gaps.
Interaction Tracking
Capture and log all client interactions including calls, emails, and meetings with just a few clicks, ensuring complete audit trails and institutional knowledge retention.
Deal Pipeline Management
Track and manage deal pipelines from origination to close, with data-driven insights to boost business development efforts and identify profitable opportunities.
Event Management & Marketing
Create, manage, and track events with marketing automation, itinerary generation, and optimization tools for both virtual and physical client events.
Client Segmentation
Advanced segmentation capabilities to categorize and target clients based on various criteria for more personalized engagement and targeted outreach.
Salesforce Integration
Built as a native Salesforce Financial Services Cloud accelerator, providing seamless integration with the broader Salesforce ecosystem and AppExchange.
Mobile Access
Award-winning mobile experience enabling bankers and sales professionals to access client data and manage interactions on the go.
Capital Markets Security
Enterprise-grade security engine purpose-built for capital markets compliance requirements, ensuring data protection and regulatory adherence.
Workflow Automation
Streamlined workflows for key tasks such as logging calls, collaborating with colleagues, and sending emails, reducing manual effort and increasing productivity.
Research Distribution
Tools for research, sales, and trading teams to distribute insights and manage client communications across institutional channels.
Pricing
- Full relationship management CRM
- Interaction tracking & logging
- Deal pipeline management
- Client segmentation
- Salesforce FSC integration
- Mobile access
- Capital markets-grade security
- Workflow automation
- Dedicated implementation support
Best For
Investment Banking Relationship Management
Enable investment banking teams to track client relationships, manage deal pipelines, and gain timely intelligence on profitable opportunities across the firm.
Capital Markets Sales & Trading
Equip sales and trading desks with centralized client interaction data, research distribution tools, and workflow automation to drive revenue-generating engagements.
Institutional Client Event Management
Plan and execute investor conferences, roadshows, and client events with marketing automation, attendee tracking, and itinerary management tools.
Research Team Collaboration
Facilitate research distribution and client engagement tracking across research teams, ensuring timely delivery of insights to the right institutional clients.
Compliance & Interaction Auditing
Maintain complete audit trails of all client interactions for regulatory compliance, with capital markets-grade security and data governance controls.
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