Drive client strategyand stimulate growth
Secure your place with your institutional clients and grow your business, too. Singletrack’s prospecting and engagement tools enable you to deliver more revenue-generating services.
Free your teams from operating in silos where there’s no overall client or prospect view. Leave legacy systems and their ineffectual reporting behind. By integrating your proprietary client data across functions and departments with market feeds, Singletrack gives you powerful insights into business performance and opportunities. Any time, any place, from computer, tablet or mobile, Singletrack’s seamless client engagement platform enables you to:
- Identify under- and over- performing areas of client servicing and engagement across your business
- Track customised KPIs that truly link to smart servicing and strategic growth
- Make evidence-based adjustments to client strategy to maximise return on investment
- Spot opportunities for new business, act on them and monitor progress – all within the Singletrack environment
One of the reasons Singletrack delivers so much value is because its ambient activity capture technology tracks interactions at source and reports to all major interaction reporting venues in the correct formats. You’re no longer relying on onerous manual inputs or creating annoying admin tasks for staff. Instead, the platform helps people work more efficiently while giving actionable insight, visibility and ensuring you’re fully compensated by the buy-side for the service you provide.
What our clients say:
“By adopting Singletrack on a cross-departmental basis we’ve been able to capitalise on our core strengths by delivering a better quality service through more productive use of our resources.”
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Singletrack is one, easy-to-deploy platform that helps you boost performance across sales, trading, research, investment banking, operations, strategy, corporate access and compliance.
Here’s how our technology delivers value – and why we’re the #1 CRM for leading independent investment banks and research providers.