Sell-Side Technology Awards 2020: Best Sell-Side Mobile Initiative—Tier1 Financial Solutions

As the Covid-19 pandemic has disrupted workplaces around the globe, flexible working capabilities have never been more important than in 2020. Tier1 Financial Solutions’ development of Tier1 Mobile, the mobile version of its desktop-based relationship management platform, proved instrumental in delivering the Toronto-based firm the win in the best sell-side mobile initiative category in this year’s Sell-Side Technology Awards. “What we’ve really seen over the last few months with Covid-19 is that mobility has become more and more important purely because of the disconnect between information that’s easily available, like when you’re in an office you can lean over and quickly ask somebody a question,” explains Manish Patel, chief product officer at Tier1 Financial. “Now, there’s a disconnect and a need to share that information electronically and in a much more targeted manner.”
The mobile application provides users with a complete desktop experience, including a full suite of tools such as pipeline management, account information and contact lists. Tier1 Mobile also includes the same level of security, connectivity, and workflows available on the desktop version. It is designed to enable increased collaboration, transparency and reduced business risk, as users have flexible access to services and functionality.
The application has mobile device management (MDM) compatibility, enabling IT administrators to secure, control and manage the distribution of Tier1 Mobile to internal teams. MDM is designed to help optimize the functionality and security of mobile devices, while also protecting corporate networks. Tier1’s technologies are built on Salesforce’s infrastructure and leverage its encryption, developer toolkit and plug-ins. Sell-side and buy-side clients can configure the mobiles to their desktop workflows, harmonizing visibility of tasks and enabling consistency across operating systems.
Over the last year, Tier1 has focused on facilitating a platform that allows clients to extend the mobile platform using their own resources to meet their needs. Tier1 Mobile’s framework enables users to build bespoke plug-ins and customize their interfaces.
Over the next 12 months, Tier1 is looking to build out the analytics capabilities on its mobile and desktop applications to include more insights on corporate deals and events. The vendor will also develop its client relationship management workflow on the mobile version and include new functionality such as the ability to book meetings and arrange calls.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Witad Awards 2025: Rising star (vendor)—Hannah Sayson, S&P Global Marketplace
Hannah Sayson, lead product manager of the S&P Global Marketplace, wins rising star (vendor) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Data science professional of the year (vendor)—Kaja Zupanc, Duco
Kaja Zupanc, head of machine learning at Duco, wins data science professional of the year (vendor) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Vendor professional of the year (data and operations)—Pooja Padgavkar, SmartStream Technologies
Pooja Padgavkar, senior consultant at SmartStream Technologies, wins vendor professional of the year (data and operations) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Vendor professional of the year (trading and risk)—Eva Sehic, Lime Trading Corp.
Eva Sehic, CEO of Lime Trading, wins vendor professional of the year (trading and risk) in the 2025 Women in Technology and Data Awards.
Women in Technology & Data Awards 2025: All the winners and why they won
WatersTechnology honored the winners of the 36 categories in the 2025 Women in Technology & Data Awards, who were announced at a sit-down lunch in London on March 7.
Buy-Side Technology Awards 2024 winner’s interview: Tethys Technology
Nitin Gambhir discusses Tethys Technology’s win in the 2024 Buy-Side Technology Awards
AFTAs 2024 winner’s interview: Bank of America
BofA won Best data management initiative in the AFTAs 2024 thanks to its Enterprise DataConnect project.
Bloomberg AIM: Consistently unique in an ever‑changing market
Bloomberg won the Best order management system (OMS) provider category in the 2024 WatersTechnology Asia Awards