List of SS&C Tier1 CRM Customers
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Since 2010, our global team of researchers has been studying SS&C Tier1 CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Tier1 CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Tier1 CRM for CRM include: SS&C Technologies, a United States based Professional Services organisation with 26800 employees and revenues of $5.88 billion, Cormark Securities, a Canada based Banking and Financial Services organisation with 100 employees and revenues of $15.0 million, Wellesley Hills Financial, a United States based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million, Alembic Global Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Tier1 CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SS&C Tier1 CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alembic Global Advisors | Banking and Financial Services | 10 | $1M | United States | SS&C Technologies | SS&C Tier1 CRM | CRM | 2019 | n/a |
In 2019, Alembic Global Advisors implemented SS&C Tier1 CRM to solve client-tracking and consumption-reporting challenges for its equity research operations in North America. The implementation focused on CRM led workflows, consolidating large volumes of research-consumption data to enable timely client outreach and research distribution insights.
The deployment emphasized the SS&C Tier1 CRM consumption reporting module and research-distribution workflows, configuring the platform to capture consumption events, link research assets to client records, and generate consolidated consumption reports. Configuration work prioritized activity tracking, report automation, and standardized record schemas to make research-consumption signals actionable within CRM workflows.
Operational coverage centered on equity research and client-facing teams across North America, aligning research distribution processes with client relationship management and outreach functions. Integrations are not specified in source materials, therefore the narrative limits system references to the SS&C Tier1 CRM implementation and its internal consumption reporting capabilities.
Governance changes emphasized centralized consumption reporting and standardized outreach triggers to accelerate insight-to-outreach cycles for research analysts and distribution teams. Reported outcomes from the deployment include improved consumption reporting and faster insights for outreach, driven by consolidated research-consumption data and CRM-based distribution workflows.
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Cormark Securities | Banking and Financial Services | 100 | $15M | Canada | SS&C Technologies | SS&C Tier1 CRM | CRM | 2025 | n/a |
In 2025 Cormark Securities implemented SS&C Tier1 CRM as its CRM platform to strengthen its presence in the Canadian market and to enhance client relationships, streamline workflows, and uncover new revenue opportunities. The SS&C Tier1 CRM deployment targets capital markets use cases and client lifecycle management across client-facing teams. Configuration and implementation work focused on CRM functional modules typical for capital markets, including contact and account management, opportunity and pipeline management, activity and interaction tracking, and workflow automation aligned to sales and client service processes. SS&C Tier1 CRM was configured to support client segmentation, relationship hierarchies, task orchestration, and automated activity capture to improve front-office workflow efficiency. Operational coverage centers on sales and client service teams within Cormark Securities, with the implementation tailored to the unique demands of capital markets and Canadian regulatory expectations. The deployment aligns CRM records and interaction histories with capital markets workflows to support compliance-aware client engagement and clearer handoffs between front office, middle office, and back office functions. Governance and rollout emphasize security configuration, user role definition, and data governance practices adapted for financial services, with staged adoption across teams to preserve operational continuity. The program goal is to deliver a modern, secure, and efficient SS&C Tier1 CRM foundation for Cormark Securities while enabling improved client intelligence and the identification of new revenue opportunities.
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SS&C Technologies | Professional Services | 26800 | $5.9B | United States | SS&C Technologies | SS&C Tier1 CRM | CRM | 2023 | n/a |
In 2023, SS&C Technologies deployed SS&C Tier1 CRM as an internal United States implementation for its Corporate Development team. The team used SS&C Tier1 CRM to launch a centralized data management practice in six weeks, consolidating corporate development intelligence and CRM driven workflows following SS&C's acquisition of the Tier1 business.
The implementation focused on CRM and data management use cases, configuring SS&C Tier1 CRM to capture deal intelligence, contact records, and structured research assets while enabling workflow orchestration for corporate development processes. Operational coverage remained within corporate development in the United States, with governance centered on centralized data stewardship and CRM centric process standardization to support intelligence consolidation. The deployment demonstrates Tier1's rapid time to value for CRM and data management scenarios and establishes a repeatable blueprint for expanding CRM led intelligence practices across SS&C.
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Banking and Financial Services | 20 | $2M | United States | SS&C Technologies | SS&C Tier1 CRM | CRM | 2020 | n/a |
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