May 06, 2024

Transforming Banking Operations: Embracing AI with Tier1

By Tier1

Introducing SS&C Tier1's exciting plans to leverage AI, demonstrating our unwavering dedication to innovation!

With Tier1 AI, you will be able to effortlessly access and comprehend contact or account profiles, as well as holdings and ownership data, in user-friendly formats, eliminating the need for manual queries and searches. The benefits are manifold:

  • Save valuable time.
  • Reduce the volume of searches, prompts, and filters.
  • Streamline access to advanced features for concise summaries of contact/account profiles and ownership data.
  • Gain insights into client activities, spanning call reports, meetings, events, email engagements, interests, and preferences.

By extending AI beyond contact, account and ownership data, and integrating client interactions, interests, preferences, and trades, Tier1 will enable you to obtain a comprehensive snapshot of client engagement and profiles. Prompting questions such as:

  • Who are the predominant buyers of CRM in the last two quarters?
  • Which buy side firms hold "CRM"?

Example Use Cases and Outcomes: Tier1's AI facilitates pinpointing investors for corporate access events and identifying significant buyers of blocks of stock or target holders to bolster trading strategies.

Top use cases include:

  • Effortlessly retrieving specific profile information such as the CIOs of funds/companies or the prime brokers of firms, thereby locating the right profiles with ease.


SS&C Tier1 is on the brink of launching our inaugural version within the next year - stay tuned for updates! Our overarching vision is to harness AI to provide answers to all your client data needs, similar to having a personal assistant for your Capital Markets workflows.