SS&C Tier1 to Partner With ExecAtlas to Deliver Real-Time Executive Data to Tier1 CRM Users
In today’s competitive financial landscape, relationship-driven institutions rely on timely, accurate data to manage client coverage and deal execution. As expectations rise and markets evolve, CRM systems must deliver more than recordkeeping. Integrating verified executive intelligence directly into the workflow helps firms strengthen engagement with decision-makers, improve coverage accuracy, and unlock new opportunities for growth.
How Verified Executive Data Inside CRM Enhances Client Coverage
In capital markets and investment banking, the client relationship is central. Yet the systems designed to manage those relationships often lack visibility into the most critical factor: the people who drive decisions.
Traditional CRMs are highly effective at capturing interactions, notes, and compliance details. But understanding who influences a transaction, how executives are connected, and where trusted paths exist has historically required manual research or personal networks. Without that visibility, coverage teams risk missed opportunities and slower execution.
Integrating Verified Executive Intelligence into the Workflow
Through integration with ExecAtlas, SS&C Tier1 brings verified executive and relationship data directly into the CRM environment. This capability enables users to see accurate biographies, board affiliations, and connection networks within the same system they use to manage client activity.
The result is a more informed workflow where deal teams can:
- Identify decision-makers and influencers within complex organizations
- View connections across boards and prior professional relationships
- Track executive movements in real time for proactive coverage updates
- Enrich CRM data automatically, reducing manual entry and improving compliance accuracy
Improving Coverage Efficiency and Engagement
Embedding verified intelligence at the point of action improves efficiency for bankers and relationship managers. When relationship data is current and credible, teams spend less time validating information and more time engaging decision-makers.
This integration supports a wider industry trend: the evolution of CRM systems from static records of activity to dynamic sources of insight. For financial institutions operating in competitive, relationship-driven environments, the ability to surface verified data directly within daily workflows represents a meaningful step forward.
Enabling Relationship-Driven Growth
The collaboration between SS&C Tier1 and ExecAtlas reflects a shared vision: empowering deal teams to operate with precision, confidence, and connectivity. ExecAtlas contributes verified data sourced from trusted public records, while SS&C Tier1 provides the regulatory-grade CRM infrastructure that transforms that data into actionable intelligence.
Together, these capabilities help firms move beyond contact management toward a deeper understanding of executive relationships, improving engagement quality and accelerating deal outcomes.
"At SS&C, we're committed to delivering technology that empowers our clients to build stronger relationships and drive revenue growth," said Doug Christensen, VP of Capital Market Solutions for SS&C. "Partnering with ExecAtlas allows Tier1 users to access high-quality executive intelligence within their existing CRM workflows, creating new efficiencies and enhancing engagement with the C-suite."
"Accurate CRM data remains a persistent challenge in financial services, and poor data quality erodes confidence and slows adoption," said David Chun, Founder and CEO of Equilar, the company behind ExecAtlas. "Clean, structured executive data creates a trusted source of truth that powers better outcomes across the board and positions firms to capitalize on the power of AI. By bringing this directly into Tier 1, we're enabling users to act with confidence and cultivate the relationships that win business."