Tier1 Mobile Now

Features Tier1 Mobile Now

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.