Blue Ocean Equities finds efficiency and boosts growth with Singletrack
News
With a strong culture of independence at its heart, Blue Ocean Equities has built a team with a mixture of seasoned industry veterans and young professionals, incorporating team members with backgrounds outside of financial services. Blue Ocean Equities wanted to support their growing team with the right technology to expand business with existing accounts, boost revenue per employee, increase deal flow and manage roadshows more efficiently. With an ambitious implementation deadline, and working around the team’s fast-paced approach, Singletrack is now live and both firms will continue to work together to ensure the deployment is optimised to the team’s needs.
Scott Hildebrand, Director, Blue Ocean Equities, says: ‘The experience with Singletrack has been exceptional – it has transformed how we manage our client relationships and streamline our operations.
‘From the very beginning, we were impressed by the user-friendly interface and the comprehensive suite of features designed specifically for a business like ours. The integration capabilities have allowed us to connect our existing systems, ensuring that our data flows smoothly and efficiently across platforms.
‘The analytics and reporting tools have given us invaluable insights into our clients’ needs and behaviours, enabling us to provide a more personalised and proactive service. Singletrack’s automation features have significantly reduced our administrative workload, allowing our team to focus more on building and maintaining strong client relationships.
‘What stands out the most is the exceptional customer support from the Singletrack team. They have been responsive, knowledgeable, and always ready to assist us with any queries or customisation requests. Their commitment to our success is evident in every interaction.
‘Singletrack has become an indispensable tool in our daily operations, and we are confident that it will continue to support our growth and success in the years to come. We highly recommend Singletrack to any firm in the financial services industry looking to enhance their client relationship management and operational efficiency.’
Singletrack CEO Stuart Berwick comments: ‘We’re really pleased to be working with Blue Ocean Equities and we’re proud to support the growth of such an exciting firm. A collaborative and flexible approach on both sides has supported timely implementation, and the Singletrack team are looking forward to seeing how our relationship will develop as the Blue Ocean team gets to know the platform.’
To find out how Singletrack can support your firm, get in touch.
Published: 07/08/2024