Tier1 Financial Solutions Security Engine logo

Tier1 Financial Solutions Security Engine

By Tier1CRM

Rating
Not rated yet
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Pricing
Paid
From $5,000 per 1, one time
Listed since
2023

About Tier1 Financial Solutions Security Engine

Reduce operation costs with Tier1 Security Engine

The Tier1 Security Engine empowers you to adhere to complex compliance regulations while leveraging capital markets and corporate & investment banking tailored workflows. Data security is critical to protect confidential client and financial information from external sources, internal employees, and various segments of business, as any of these can easily compromise corporate security policies.

Enriching the existing Salesforce data security model, Tier1 provides greater flexibility in securing client data from costly ethical wall breaches, and inadvertent information sharing. Distinguishing the critical data security needs of capital markets firms, Tier1 offers a solution that evolved to support the complexities of these mandated regulatory policies. This includes the ability to share data for those users covering an account or contact, constraining information to those working on the same initiative or project or limiting visibility of content to those participating in a deal or activity.

Highlights

  • Configure a data ethical wall between the private side of the wall and public side of the wall. Optionally configure wall crossing workflows for research analysts to work on deals.
  • Share data such as tasks, meetings, call reports, deals, trades based on coverage to ensure a need-to-know basis.
  • Flexible configuration options to share data based on ad-hoc defined teams, Salesforce role hierarchy, and add custom objects to coverage-based sharing.
  • Configuration console to help system administrators and support to manage and monitor security engine settings.

Screenshots

Tier1 Security Engine
Tier1 Security Engine

Pricing

Paid, from $5,000 per 1, one time.

Tier1 Financial Solutions Security Engine plans
PlanPriceBilled
Professional Services$5,000 per 1One time

Compatibility

Works with
  • Sales Cloud
  • Financial Services Cloud
Salesforce editions
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on June 28, 2023
Industries
  • Financial Services
Languages
  • English