Tier1CRM : Tier1ACE Products : List Manager
Management Tool, Marketing Events, Trading Professionals
Tier1ACE List Manager is an easy to use Capital Markets call management tool for sales, research & trading professionals which helps them organize and execute all their client interactions efficiently to drive more revenue and trading.
Tier1ACE List Manager empowers professionals to quickly generate lists of clients to call during critical periods, such as market open. Tier1ACE List Manager allows you to focus on presenting timely and targeted research and ideas to your clients.
Manage Contact Lists
- Quickly create and share lists of contacts using a simple drag and drop interface
- Assign calling priorities and rankings to contacts to ensure clients are called in the right order
- Share and manage lists with individual users or teams
- Work on behalf of a colleague on your team
Powerful Search Features
- Search for contacts filtered by sales coverage
- Generate a targeted list of contacts based on sector and industry interests, holdings, investment styles, conference interests etc.
- Save your search criteria to allow you to re-generate a fresh list of contacts at any time
- Pre-load a set of tickers and share that with the team so anyone can instantly generate a list of their clients to call based on tickers discussed in the morning meeting / research published today
Effortless 360° View of Client
- Rotating ACE Cubes feature gives instant access to other key client information including: calls, meetings, research preferences, marketing attendance, interests and holdings; all without launching new screens.
- Data can be accessed from data vendors including Thomson Financial holdings/profile data
- Immediately view additional key details without having to drill down or open new windows
- Action Menus provide quick access to key features such as:
- Log a Call/Interest
- Book into Marketing Event
- Research preferences
- Send Research
- and more
- Execute actions on one contact or several contacts at once
Manage Interests and Holdings
- Mass insert / replace buy-side client ticker interests and holdings
- Receive notifications when clients are touched by other members of the coverage team
- Auto-assign call requests to Analysts based on ticker coverage and receive immediate feedback when the call is made
- Keep track of when your clients interests and holdings change so you can better target the appropriate research reports, calls and marketing events
, Marketing Events
, Trading Professionals