December 08, 2023

Pioneering Partnership: Tier1 and Global Source Direct Partner to Create a True End-to-End Research Platform

By Tier1

A New Era of Efficiency and Collaboration for Capital Markets Research Providers

We're thrilled to share the exciting news of a groundbreaking partnership that promises to transform the way research providers work, collaborate, and succeed. Tier1 is joining forces with Global Source Direct, to create all-in-one workflows designed to optimize the research process and streamline team collaboration, from start to finish.

At the heart of this collaboration is a shared commitment to empower research providers with the tools they need to thrive in an ever-evolving industry. This partnership represents a significant leap forward in the efficiency, productivity, and content delivery tools available to research providers.

Now research providers can leverage client preferences within an intuitive branded portal, to distribute actionable research to the right people at the right time.


A Seamless Fusion of Capabilities

By combining the contact management, persona-driven workflows, and platform expertise of Tier1 with the comprehensive distribution and analytic capabilities of Global Source Direct, we are creating a seamless and integrated ecosystem for research providers. This means more than just convenience – it's about elevating your ability to deliver exceptional service and insights to your clients.


Why Now?

The tumultuous investment research landscape is undergoing a significant and demanding transformation. To remain competitive and compliant, research providers must adapt to a shifting paradigm that demands both automation and tailored client communication. The conventional modes of delivery, such as PDF files, email, and telecommunication, fall short in enabling robust tracking, efficient archiving, and adequate record-keeping. These inadequacies in current solutions create challenges for both research providers and end users. Furthermore, existing options often force research providers to surrender their brand identity, blow out their budget, and ultimately still relinquish control over their client relationships.


Our Solution

Tier1 and Global Source Direct will now provide advanced contact and list management features, fueled by preference-backed data sets, within an institutive content creation and distribution portal, to enhance the research distribution and consumption experience for analysts and readers.

Empowering users to create and manage their own virtual, customized client and content management platform with mission-critical features, integrated into one holistic experience.

This means more than just convenience – it's about elevating your ability to deliver exceptional service and insights to your clients.


What You Can Expect from This Partnership:

  • Full-Featured Templates
  • Comprehensive Distribution
  • Centralized Archive
  • Authorized Access
  • Contextual Email Notifications
  • Actionable Analytics
  • Push to Industry Standard Platforms
  • Detailed Compliance Workflow


A Glimpse into the Future for Research Providers

This partnership helps shape the future of Research Distribution. Creating comprehensive workflows accessible to firms of all sizes and budgets. The constructive collaboration of our technologies will empower you to achieve more, deliver better, and drive your success to new heights. Where the possibilities are endless, and the future is bright.

Welcome to the new era of efficiency and collaboration for research providers. We are glad you're here. Tier1 and Global Source Direct – Innovating the way you work, together.

For more information, or a product demo, reach out to the Tier1 team –

We can't wait to share this exciting journey with you.



Tier1 Research Distribution

A connected and controlled experience to automate and securely manage the full lifecycle of investment research

Through our partnership with Global Source Direct, we offer a module that provides workflows designed to optimize the research distribution process as well as a branded portal to distribute research to the right people at the right time.

Product Brief