Solutions

ClientSuccess

One reason Singletrack is the #1 CRM and research management platform for independent investment banks and research providers is the way we invest in your success. Every aspect of our software and process is refined to save you time while making it easier for you to smart service clients.

You’ll notice this partnership approach in every interaction you have with us.

  • We don’t trust anyone else to do our implementations. Our experts work directly with you to understand what you want to achieve. We’ll ask the difficult questions and challenge assumptions until we have the best possible solution
  • Our process delivers faster ROI – from data to operations to security to training, we’ve refined our process over 300+ projects, so you’re in a strong position to maximise ongoing value from Singletrack
  • Smart, experienced people who know your industry – they live and breathe capital markets and Singletrack products, and it’s their job to proactively help you get the best from Singletrack
  • 24/5 support – from our dedicated team, no matter where you are in the world
  • 3 free product updates a year – we work with you and other clients to develop our roadmap of continuous innovation, so Singletrack meets the evolving needs of your business and the capital markets industry

What our clients say:

“Changing to any new system is always a challenge and we are a lean company without a lot of time for systems implementation. However, having clearly specified our requirements, Singletrack’s Client Success team worked really well with us to take these and act upon them. ”

J Capital

Book a demo

Interested?
See for yourself.

Case Studies

Leaders, innovators and challengers - meet our clients and read about their Singletrack experience.

D.A. Davidson

Employee-owned financial services firm, D.A. Davidson Companies harnessed the power of a specialised Capital Markets CRM by selecting Singletrack for their Equity Capital Markets and Fixed Income divisions.

Learn More

J Capital Research

Leading China research firm, J Cap, moved from mainstream CRM and email marketing products to Singletrack.

Learn More

Peel Hunt

Peel Hunt has extended its use of the Singletrack CRM and research distribution platform, using industry best practice processes.

Learn More

The Analyst

The Analyst is an independent research provider with a reputation for exceptional, longer term ideas. Singletrack enables the firm to know its clients’ requirements better, to track research consumption and maintain detailed service records.

Learn More

CI Capital

CI Capital reports greater coverage, revenue and overall client satisfaction after implementing a new approach to customer management and engagement.

Learn More

Rosenblatt Securities

A highly respected US broker is using Singletrack to help manage the growth, quality and productivity of its services to institutional investors.

Learn More