Tier1

Find out more:

Find out more:

Tier1

by Tier1 Financial Solutions

Find out more:

0

Recommendations

Find out more:

About Tier1

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracking, marketing automation, internal chat integration and segmentation. Designed for businesses of all sizes, Tier1 Financial’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline. Tier1 Financial assists banking teams with ...

Tier1 Pricing

Please contact sales@tier1fin.com

Free trial: 

Not Available

Free version: 

Not Available

Close

Image 1 of 3

Predictive analysis

Headshot of Software Advice Advisor

Find the right CRM Software for you.

What key features are most important to you in CRM Software?

Tier1 User Reviews

OVERALL RATING

Showing 3 reviews

Nadine

Deutsche Bank

Verified reviewer

Company size: 10,000+ employees

Industry: Financial Services

Time used: Less than 2 years

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed September 2019

Excellent

Very good presentation

Pros

The system was user friendly. Rep. excellent rep

Cons

Software was a little slow. But anticipated correction

Carlynn

DB

Verified reviewer

Company size: 10,000+ employees

Industry: Financial Services

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed September 2019

Great software

Sales has been amazing!

Pros

Easy to use good interface and support when needed.

Cons

I haven’t had enough time to fully explore it yet.

Christopher

Needham & Company, LLC.

Verified reviewer

Company size: 51-200 employees

Industry: Financial Services

Time used: More than 2 years

Ease-of-use

4

Value for money

5

Customer support

4

Functionality

4

Reviewed September 2019

Tier1 Salesforce Apps

Amazing how it showed our users critical information about our clients all at once within our Salesforce Organization.

Pros

Ease of implementing Tier1's Allegro app

Cons

End User learning curve on the new Allegro app