June 07, 2022

Tier1 Financial Solutions Summer 2022 Product Release

Our product team continues to provide our valued clients with the sophisticated tools and capabilities necessary to capture critical data in the right places at the right time and maximize your impact with your clients and partners.

Tier1CRM announces its Summer 2022 product release delivering on a prioritized, product roadmap for continuous improvements and innovations.

Client Center

There are several improvements to interactions, coverage and export to Excel features based on user feedback. These include better reporting for idea recommendations, so users know which call report or interest generated the idea recommendation; better readability with call reports such as the cube displaying rich text and call report fields appearing as read only if the user has read-only access. See release summary for full details.


Tier1 Deals supports help text display for any data entry field and in addition, autocomplete fields can be configured to behave as picklists. Both improvements will help your users enter deal data. Contact Tier1 to learn how to enable these features.


Tier1 Events has greatly improved performance of several key features and has introduced a new consolidated booking screen to accelerate booking clients into meetings. Users can now add client attendees, add covering professionals, and set location in one screen.


Tier1 Mobile app supports custom account or contact related list cubes with the ability to create and edit records. For example, view and modify contact’s interests or view past deals shown to clients. Contact Tier1 to help you configure Mobile cube faces.


Tier1 for Outlook supports sending contact’s alternate emails during mass email workflow. For example, when reviewing the recipient list, a user can change contact’s email to use custom ones such as Research/Bloomberg emails instead of their business email. By default, no alternative emails are configured. Contact Tier1 to learn how to enable.


For more on Tier1CRM solution for Capital Markets and Investment Banking, or specific details on the product modules, please visit our Resource Center.