
Tier1
4.9
3
SS&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracking, marketing automation, internal chat integration and segmentation.
Designed for businesses of all sizes, SS&C Tier1 l’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline.
SS&C Tier1 assists banking teams with workflow planning and...
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