Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

B2 is a comprehensive and unified solution tailored to satisfy the distinct product requirements of both retail and commercial banks, encompassing everything from front-end operations to back-office functions. Its modular design guarantees extensive coverage across financial and management sectors while offering the adaptability needed to develop and customize new financial products. At the heart of this structure lies a commitment to continuous improvement and flexible capabilities. A crucial element of the bank's business strategy revolves around the effective management of financial instruments and the identification of key focus areas for customer contract relationships. B2ng presents significant possibilities for innovating and rolling out new financial instruments. Moreover, the system's versatility meets the functional demands necessary for creating a diverse product lineup suitable for banks of all sizes—be they small, large, universal, or those specializing in corporate or individual services. This integrated solution not only enhances operational efficiency but also positions banks to better respond to evolving market dynamics.

Description

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 

Integrations

Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Please call for pricing details
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CS

Country

Ukraine

Website

www.csltd.com.ua/en/

Vendor Details

Company Name

Tier1 Financial Solutions

Founded

2008

Country

United States

Website

tier1fin.com

Product Features

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring Yes 

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking Yes 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring No 

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Hedge Fund

Compliance Management No 
Contact Management Yes 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors Yes 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

Alternatives

OpenCBS Reviews

OpenCBS

Open Octopus

Alternatives

Finuevo Reviews

Finuevo

Profile Software
Allvue Reviews

Allvue

Allvue Systems