Hyper-Personalisation at Scale: Introducing Research & Event Digests

What if you could deliver a “white-glove” concierge service to every single investment manager on your distribution list, without adding a single hour to your admin team’s workload?

In today’s capital markets, attention is the scarcest currency. Buy-side inboxes are overflowing. For years, the industry has relied on generic catch-all daily summaries—efficient for the sender, but noisy for the receiver, or requiring hours spent on creating personalised reports with no guarantee of readership. With the release of Research & Event Digests, Singletrack is fundamentally changing that dynamic.

The End of “One Size Fits All”

Research Digests allow firms to automatically generate hyper-personalised email “wraps” that curate content based specifically on an investor’s unique preferences. Rather than receiving a static list of everything your firm published that morning, your clients receive a tailored digest containing only the summary of research documents and events that match their interests. This isn’t just about filtering; it’s about scaling high-touch personalisation.

Beyond the Retrospective Wrap

While Digests act as the perfect functional summary of recently published content—such as a tailored daily morning wrap or a weekly sector round-up—their value extends into proactive marketing. Firms can leverage the engine to look forward as well as backward. You can use Digests as a promotional tool to preview upcoming research and highlight relevant corporate access events, building anticipation and driving investor engagement before an event even takes place.

How It Works: Smart Curation, Zero Friction

Digests work by validating your content library against individual client preferences.

• Automated Curation: The system automatically compiles the relevant research and events for each recipient, removing the need for manual compilation by editorial teams.
• Template Control: Support for Research Templates allows you to maintain full control over the branding and layout of the digest, ensuring a consistent firm voice.
• Distribution Transparency: New capabilities allow you to view distribution details and preview upcoming email digests before they are sent. This gives your team the ability to validate exactly which documents and events a client will see, ensuring quality control before the email hits the inbox.

Combatting Email Fatigue

The “catch-all” summary was a solution for a different era. Today, email fatigue is a real risk to client relationships. By switching to Digests, you reduce the noise in your clients’ inboxes, ensuring that when they see an email from your firm, they know it contains actionable intelligence relevant to them.

This improved sentiment is backed by hard data. Because Digests are fully integrated with our platform, you gain granular visibility into exactly what was sent and engaged with. This transforms a passive email into a source of intent data, empowering your sales team to follow up with precision.

Elevating the Standard of Service

Research & Event Digests represent a shift from distribution to smart servicing. By eliminating the manual hours Research Admins previously spent curating bespoke summaries, your team is freed up to focus on higher-value tasks, while your clients receive a superior, personalised product.

Ready to see it in action? Book a demo now.

Singletrack

Published: 04/03/2026