Tier1 Financial Solutions Consumption Reports for Salesforce AppExchange

Tier1’s Consumption Reporting allows users to track all interaction types by client, such as emails, calls, research readership, analyst models, analyst and corporate access meetings and any other interaction type necessary, for the broker vote submission. The consumption report tools also allow our clients to curate and improve the quality of data with a rules-based engine to ensure missing and inaccurate data is identified and corrected ahead of submission. Users can upload the completed and comprehensive interactions report in the acceptable formats to the platforms their buy-side clients utilize, ensuring that the firm is compensated for every interaction. Take advantage of our Consumption Reporting Solution which not only seamlessly aggregates your interaction data per client, but simultaneously checks against the acceptable formats per aggregator and separates those interactions not fully compliant or complete, to be rectified before submission. Efficiently monitor your coverage, automate your prioritization, and execute effortlessly across your targets using data-driven intelligence.