Capital markets advisory in 2025

2025 is shaping up to be another interesting year for capital markets firms. There are positive signs: falling interest rates, more moderate inflation and signs of positive economic growth have the potential to support a resurgence in activity this year. Upcoming renewed strategic M&A volumes as well as increased capital spending on infrastructure, especially around AI, are all signs that capital markets are finally emerging from the pandemic slowdown, and this year is likely to be marked by a more positive level of engagement.

But macroeconomic and geopolitical uncertainties continue, and capital markets professionals will need to stay alert and maintain the agility required to deliver top-quality services in constantly evolving conditions.

Clients will be looking for responsive, tailored support as they respond to rapidly changing market conditions and seek to capitalise on the positive signals we’ve already seen. 

As always, technology can help capital markets firms deliver all this while operating efficiently and making the most of the emerging opportunities we expect to see this year. In this article, we’ll explore how. 

The challenge

Coming out of a challenging few years for the capital markets advisory industry, many firms will be looking for ways to prepare to meet and capitalise on the expected uptick in activity with lean teams and limited resources. In fact, our data shows that sales and research professionals are covering more accounts than ever before – over the past 2 years, the average number of accounts managed has risen by 43%. Expectations from clients remain high, so balancing efficiency with providing a bespoke service will be crucial.

Delivering highly-personalised service will be essential to win and maintain business. Increased competition will drive this trend towards bespoke servicing, as will the complex market conditions. To protect the client base, sell side providers must render themselves indispensable and give their clients a level of type of service they can’t obtain elsewhere. 

Despite ongoing challenges, 2025 has the potential to be a better year in capital markets advisory than the previous few. Firms need to be ready to make the most of the opportunities.

How to deliver great service in 2025

Meeting the challenges facing the capital markets advisory industry in 2025, and making the most of new opportunities requires the right toolkit Here are some of the key areas where firms can use technology to support growth in 2025.

Research

• Increase monetisable interactions with automated interaction capture and submissions across all channels, which can deliver increased interactions capture by over 190%, while reducing administrative effort by up to 90%
• Deliver better service for more clients with automated ad-hoc research email based on interests, which can improve client coverage and engagement by over 100% while reducing administrative effort by over 60%
• Deliver targeted research through email personalisation and suggested content for up to 8X more research engagement

Sales

• Identify trading signals and natural liquidity by proactively tracking intent signals in your client data to identify and engage buyers up to 90% faster
• Spot and respond to risks and opportunities with guided next actions to increase engagement by up to 200%, while slashing service effort by up to 80%
• Answer client questions fast with generative AI tools across research content that understand capital markets language to cut response times by up to 90%

Corporate access

• Improve roadshow participation and feedback with data-driven target list creation to reduce the administrative effort by up to 80%

How to get started with a data-driven approach

Firms don’t need to go it alone. The right technology partner can help address the challenges and capitalise on the opportunities of 2025. 

Here’s what to look for:

• A unified user experience across the tools your people need which can adapt to match existing workflows
• Rich, reliable, detailed measurement tools so you can track performance and spot opportunity signals early
• A focus on revenue drivers to guide workflow improvements, ensuring that time and effort are spent on things that really matter
• AI innovations which combine fast uptake of new technology with a deep focus on use cases
• Proven ability to deliver solutions that are adopted and drive business outcomes

Singletrack provides a set of mission critical tools and analytics that help investment professionals drive revenue growth and improve productivity to meet the challenges of 2024. To learn more about how we can help, get in touch now.