Tier1 Mobile Now

iOS Universel / Economie et entreprise

Stay informed on client activities with Tier1 Mobile Now. Prepare for upcoming meetings with a client by reviewing recent call reports, tasks, and meetings.

Access your clients key information on the road.
- Bio, tier, interactions, interests, company description, hierarchy, notes, and files.
- Relationships with others at your firm.
- LSEG ownership and profile data.
- Past and live deals, deals you have shown them.

Save time at the office by doing more on your phone or tablet.
- Manage your contacts and lists.
- Capture opportunities as soon as they come up. Log a call report and create a deal immediately after your meeting.
- Create a call report or update a deal and assign follow-up tasks to keep your team informed after a client meeting.
- Review your client files while in transit.

Request a demo to learn how you can accelerate your firm’s digital transformation with optimized client relationship management.

Quoi de neuf dans la dernière version ?

Users can view all dynamic lists created in Client Center
Users can click on a related look-up field so as to access the related record
Users can create new contact from existing contact headers
Users can add custom fields within mobile meeting form
Other bug fixes.