From insight to action: notes from our winter client roundtable

For our product team, there’s nothing quite like the opportunity to engage with customers to identify a new problem or need, work with our Engineering and Client Success teams to define and deliver solutions and see the impact on customer outcomes. This is the Singletrack way.

For example, we recently heard from our customers that changes in email privacy technology was negatively impacting research engagement analytics. We made changes to address those issues, and we were able to do so effectively and quickly, shifting our product release schedule to accommodate. 

To complement our ongoing engagement, we launched our quarterly client roundtable initiative at the end of last year. We invite key stakeholders and decision makers from across our clients’ businesses to come together and discuss their medium term priorities and share their views on our product roadmap. 

At our winter roundtable held late last year in London, our clients shared their focus areas for the next year. This feedback from the session influenced our 2023 Product Roadmap. Here’s a quick look at our preparations for the session.

Some of the themes and product features that emerged from the session included the following:

Theme	Client Objectives and Needs	Singletrack 2023 Roadmap
Supporting data-driven client strategy	Improved reporting bringing together all client activity to understand demands and trends Influence sales, trading and research behaviours with  actionable insights to better target services to customers (e.g. changes in behaviour) Integrate data insights into workflows to reduce effort and administration Connect interactions and revenue data to maximise ROI	Delivering a new suite of client strategy reporting components as part of our 2023 roadmap
Improving quality of interactions to better service clients	Reducing the effort to capture interactions manually to understand buy side activity Improved reporting and presentation of interactions across Buy Side and Corporate Clients Better integration of Interactions Capture into day-to-day workflows	Ambient capture of interactions in Bloomberg Improved 360 interactions reporting across corporates and buy side
Adapting to changes in  market conditions	Improved support for corporate and investment banking workflows across clients Drive workflow efficiencies to reduce administrative effort Improve delivery and differentiation of broader advisory services in branded Portals	Banking origination support Private equity / sponsor relationship management Automated workflows across sales & trading, research and banking Improved search and suggested research and events
Improved workflow integration	Deliver insights and workflow tools to users where they deliver their services to clients	Improved Outlook integration to see key insights about contacts Initiate and complete workflows in Outlook with capital markets and banking specific tools

We’re grateful to those who joined us and for their great insights into how they’re using Singletrack right now, and what they’d like to see in the future. To learn more about the session, request an invite to the Spring Roundtable, or learn more about our 2023 Product Roadmap, please contact your Customer Success Manager for more details.

And if you’re not working with us yet, but are keen to join the forward-thinking community of Singletrack clients and benefit from a capital markets platform that’s truly built around your needs and ready to evolve with you, book a demo now.