Sell-Side Technology Awards 2020: Best Sell-Side Mobile Initiative—Tier1 Financial Solutions

As the Covid-19 pandemic has disrupted workplaces around the globe, flexible working capabilities have never been more important than in 2020. Tier1 Financial Solutions’ development of Tier1 Mobile, the mobile version of its desktop-based relationship management platform, proved instrumental in delivering the Toronto-based firm the win in the best sell-side mobile initiative category in this year’s Sell-Side Technology Awards. “What we’ve really seen over the last few months with Covid-19 is that mobility has become more and more important purely because of the disconnect between information that’s easily available, like when you’re in an office you can lean over and quickly ask somebody a question,” explains Manish Patel, chief product officer at Tier1 Financial. “Now, there’s a disconnect and a need to share that information electronically and in a much more targeted manner.”
The mobile application provides users with a complete desktop experience, including a full suite of tools such as pipeline management, account information and contact lists. Tier1 Mobile also includes the same level of security, connectivity, and workflows available on the desktop version. It is designed to enable increased collaboration, transparency and reduced business risk, as users have flexible access to services and functionality.
The application has mobile device management (MDM) compatibility, enabling IT administrators to secure, control and manage the distribution of Tier1 Mobile to internal teams. MDM is designed to help optimize the functionality and security of mobile devices, while also protecting corporate networks. Tier1’s technologies are built on Salesforce’s infrastructure and leverage its encryption, developer toolkit and plug-ins. Sell-side and buy-side clients can configure the mobiles to their desktop workflows, harmonizing visibility of tasks and enabling consistency across operating systems.
Over the last year, Tier1 has focused on facilitating a platform that allows clients to extend the mobile platform using their own resources to meet their needs. Tier1 Mobile’s framework enables users to build bespoke plug-ins and customize their interfaces.
Over the next 12 months, Tier1 is looking to build out the analytics capabilities on its mobile and desktop applications to include more insights on corporate deals and events. The vendor will also develop its client relationship management workflow on the mobile version and include new functionality such as the ability to book meetings and arrange calls.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
AFTAs 2023: All the winners and why they won
Here are the winners of the 30 categories in the 2023 American Financial Technology Awards. This year's multi-category winners are JP Morgan, Morgan Stanley, Goldman Sachs, Northern Trust and Wells Fargo.
AFTAs 2023: Best IT team (buy side)—TCW Group
Team name: Architecture and Engineering Team (AET)
AFTAs 2023: Best third-party technology vendor IT team—Devexperts
Project name: DXtrade XT
AFTAs 2023: Best reporting initiative—Northern Trust
Project: Service Governance Reporting Dashboards
Buy-Side Technology Awards 2023: All the winners and why they won
Here are the 37 category winners comprising the 2023 Buy-Side Technology Awards.
BST Awards 2023: Best buy-side execution venue—360T
Product: 360T
BST Awards 2023: Best buy-side EMS—360T
Product: 360T EMS