Refinitiv Integrates Equity Ownership Data with Client Management Platform

Refinitiv has integrated its equity ownership data with the client relationship management (CRM) platform provider, Tier1. The integration will provide participants using the Tier1 platform with normalized holdings, profiles and contacts data, streamlining consumption of data for capital markets participants. Through the combination of the ownership data from Refinitiv and automatic updates provided by Tier1’s CRM technology, clients of the platform will receive data on ownership trends, investment managers, securities firms and their key decision makers. According to a story in The Trade news, Tier1 delivers workflow tools, insights and a centralized view of client interactions to over 20,000 CRM capital markets and investment banking users globally.