SS&C Tier1 for Event Management
By Tier1CRMEvent Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $30 per user per month
- Listed since
- 2022
About SS&C Tier1 for Event Management
Differentiate your Corporate Access Program
Tier1 Events is an advanced event management platform for capital markets & investment banking delivering comprehensive event workflows coupled with critical data & real-time collaboration to facilitate all your Corporate Access activities. Tightly integrated into your CRM with market data, make informed decisions on meeting allocation maximizing your events while seamlessly event marketing and organizing logistics.
The Tier1 Events module:
- Standardizes your event templates for easier and accurate consumption reporting
- Provides a forward-looking calendar using smart filters & color-coding options with flexibility on booking & request rules
- Seamlessly generates roadshow schedules & itineraries covering meetings and logistics
- Provides robust virtual meeting capabilities accommodating all necessary inputs filtering into the schedules and itineraries disseminated to attendees
- Utilizes your proprietary data, intra firm communications & broker vote to target effectively & make informed decisions on your allocations
- Supports persona driven workflows to provide Sales constant event access & updates in the core CRM
Request a demo: https://tier1fin.com/demo/
Highlights
- All your events in one place, for everyone. Streamline collaboration across various desks and asset classes with a firm-wide corporate access calendar.
- Take advantage of the connected experience. Maximize events with a connected experience across your data, colleagues, and clients. Optimized event interactions for greater collaboration. Enable your teams to provide clients easy access to your events.
- Client Portal: Provides clients with 24/7 access to event information, self-service scheduling, and real-time updates.
- Calendar Sync: Automatic synchronization with calendars to ensure timely and accurate scheduling.
- Mobile Access: Accessible via the Tier1 Mobile Now app on different mobile devices, to allow users to manage meetings, view event schedules, and track client interactions on the go—ensuring productivity and seamless engagement anytime, anywhere.
- Configurability & accessibility are crucial for success. Ease of use and ready access to data from familiar access points drives adoption leading to a more successful Corporate Access program.
Screenshots
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Pricing
Paid, from $30 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $30 per user | Monthly |
| Default Plan + Calendar Sync | $43 per user | Monthly |
| Client Portal | $0.79 per user | Monthly |
Tiered pricing, based on user count & length of term. For Client Portal add-on (please inquire) Requires Tier1 Financial Solutions for Banking and Markets in AppExchange https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016aqHEAQ
Compatibility
- Works with
- Sales Cloud
- Experience Cloud
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 21, 2024
- Industries
- Financial Services
- Languages
- English
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