Case Study

Case Study | Transformative Success: Tier1’s Impact on Research Distribution and CRM

A division within one of Latin America's largest banking institutions faced challenges in comprehensively analyzing its research readership due to data being spread between their subscription preference system, distribution engine, and CRM.

The Tier1 team successfully addressed these issues by streamlining workflows, integrating disparate technical environments, and enhancing the search functionality and speed within the Tier1 CRM. As a result, all crucial client data, spanning research preferences and employee interactions, is now conveniently consolidated into a single, user-friendly page view.

Explore their transformation by reading our case study.