Tier1CRM : Tier1ACE™ Products : Ownership Data

By: Tier1crm  09-12-2011
Keywords: data management, Management Tool, Data Management Tool

Tier1ACE™ Ownership Data is a powerful prospecting, analytics and data management tool for sales, trading and research professionals to build better relationships, increase client intelligence and stay informed of trading activity and ownership trends.

Data quality is a critical success factor to any CRM solution. Tier1ACE™ Ownership Data enhances your Salesforce account and contact information by delivering trusted, high value data from Thomson on demand. Work more efficiently and effectively by eliminating time spent maintaining data. Tier1ACE™ Ownership Data allows you to focus on managing your relationships, instead of managing your data.

Data provided by:

Enhance Prospecting
  • Quickly locate new potential prospects using numerous search criteria
  • Track key contacts with detailed buy-side profiles for portfolio managers, analysts and traders
  • Arm yourself with the most timely and accurate holdings content
Increase Client Intelligence
  • Quickly get up to speed on ownership trends with detailed account and ticker dashboards, including interactive charts
  • Efficiently analyze Thomson data in context with your own client coverage
  • Reduce search times by saving key searches and client profiles
Maintain Data Integrity
  • Improve Salesforce data quality by referencing Thomson’s database
  • Keep your Salesforce data up to date; update all or specific Salesforce account and contact fields using Thomson data
  • Selectively map Thomson fields to Salesforce through an easy to use administrative interface
Seamlessly access Thomson data from Salesforce
  • Enhance prospecting capabilities with over:
    • 19,200 institutions
    • 22,000 mutual funds
    • 7,300 hedge funds
    • 144,000 contacts
  • Direct access to Thomson global institutional ownership data including:
    • Comprehensive buy-side account holdings
    • Stock ownership
    • Detailed contact profiles
  • Customize searches through numerous criteria such as:
    • Account Type, Investment Style, Country
    • Equity asset range

Keywords: Account Holdings, data management, Data Management Tool, Management Tool,

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