Why Partner with Tier1

Tier1 accelerates clients’ digital transformation initiatives with CRM, compliance, and fraud prevention solutions. By partnering with Tier1, your organization will gain access to some of the most innovative companies in the world while joining a partner ecosystem focused on delivering client and partner success.

Two Ways to Partner with Tier1

Technology Partner

Build integrations into Tier1 products to reach hundreds of customers and grow your business by selling innovative solutions with Tier1.

Certified Solution Provider Partner

The Tier1 partner program offers resellers, system integrators, managed service providers, and consulting firms the opportunity to add Tier1 products into your product portfolio.

Partnership Inquiry

Meet with a representative to explore partnership opportunities.

Become a Partner

Technology Partners


Tier1 augments the Salesforce platform to support the unique requirements for CRM in the investment banking and markets segments of the financial services industry.

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments – including marketing, sales, commerce, and service – a single, shared view of every customer.


Refinitiv provides a rich enterprise-level data set available out-of-the-box within Tier1. Serving more than 40,000 institutions in approximately 190 countries, Refinitiv provides information, insights and technology that drive innovation and performance in global financial markets.

Their heritage of integrity enables our customers to make critical decisions with confidence while our best-in-class data and cutting-edge technologies enable greater opportunity. Refinitiv enables the financial community to trade smarter and faster, overcome regulatory challenges, and scale intelligently.

Read more about Tier1 and Refinitiv


Clients can streamline communication, using features such as CIA Omnigage’s Click-to-Dial directly within Tier1. CIA Omnigage’s Click-to-Dial saves users nearly 12 minutes for every 10 calls made and an hour for every 50 calls. By the end of a full work week, this translates to almost an entire extra day of time saved that can be repurposed toward servicing clients and developing research.

CIA Omnigage specializes in communications technology for the capital markets. CIA Omnigage’s unified platform is supported by a global infrastructure that delivers click-to-dial, voice/SMS chat/email blast and conferencing solutions. It integrates seamlessly with any commercial CRM or internal system to track client interactions and provides regulatory compliant reporting.

Trusted by capital markets for more than two decades, CIA Omnigage’s 24-hour customer service center is staffed by experienced industry professionals ensuring clients benefit from the fastest, most reliable and flexible services available.

Learn more at www.callcia.com and follow CIA Omnigage on LinkedIn and Twitter.


FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 126,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.

We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune’s 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.

Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on Twitter.


BlueMatrix provides the global investment research community with bespoke solutions and services to manage the complete information lifecycle. Our technology is designed to eliminate friction across the authoring, dissemination, consumption, and evaluation processes to facilitate the equitable and secure exchange of critical insights and support a comprehensive digital content strategy.

Nearly 1,000 research providers, investment firms, and corporations use our ecosystem to improve internal collaboration, minimize their regulatory risk, and publish investment research, both point-to-point and via more than 14 global and local distribution channels, to more than 400,000 research consumers. With its co-founders still at the helm, BlueMatrix brings more than 20 years of experience and expertise to the market. Learn more at bluematrix.com or follow us on LinkedIn.

Read more about Tier1 and BlueMatrix


Tier1 can utilize OpenFin’s web-based operating system to provide a desktop app experience and provide interoperability to other applications. This enables cross-functionality application support for a continuous exchange of information.

Move Fast. Break Nothing. OpenFin is the financial industry’s operating system, enabling rapid and secure deployment, native experience and desktop interoperability. Used by the largest industry players through to the newest of FinTech innovators, OpenFin deploys more than 1,000 desktop applications across 200,000 desktops in more than 1,500 buy-side and sell-side firms in 60+ countries.
Learn more at openfin.co.

Read more about Tier1 and OpenFin

Certified Solution Provider Partners


Tier1 partners with Silverline to provide deep industry expertise for technical implementation, data, and compliance workflows for sales, trading, and investment banking.

Silverline is a Salesforce Platinum Partner offering strategic Advisory services, Salesforce implementation, Salesforce Managed Services, and more. Silverline combines strategic advisory, technical implementation, and ongoing managed services to help client achieve the maximum value with the Salesforce Platform.

Partner Program Benefits

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Partner with an Industry Leader

Grow your business with us. Deepen client relationships and sell to new clients by offering them a solution that meets their needs.

Competitive Incentives

Partnering with Tier1 will improve your bottom line through sell & market incentives.

Commitment to Partner Success

Take advantage of Tier1 sales, marketing, and training materials to accelerate your growth.

Tier1 Partners enjoy:

Competitive margins on referrals and resells

Growth opportunity in a multi-billion dollar market

Strong enablement, training, and co-marketing content

Dedicated partner management

Partner portal for easy access to manage leads and access training material

Become a Partner

Tell us about your business and how you’d like to partner with Tier1. If approved as a partner, you will have access to Tier1 training, marketing and sales materials.