Increase research monetisation
Ensure clients receive the research they want – and nothing they don’t – on their preferred channel. Plus, you can measure engagement across all digital channels in real time to improve service focus. And you can report retrospectively to justify subscription payments.
Singletrack targets, formats and personalises your research content delivery to maximise investor client engagement. And when it comes to intermediary aggregators and proprietary research management platforms, Singletrack supports them all, seamlessly.
- Automatically send clients the research they need thanks to Singletrack’s fine-grained, configurable tag taxonomy for research metadata and investor interests
- Promote new research to clients based on their consumption history and preferences, including showing alternative forms of research such as models and alt data
- Distribute research in PDF, HTML, audio, video or using financial models – via email and mobile – or in a secure, branded portal
- Get revenue-driving insight into how individual clients are engaging with research content. Gap analysis and prospecting functionalities enable your team to leverage data-driven advisory including consumption data, which is gathered from email and mobile distribution, portals and aggregators
And you’re protected with Singletrack. We give you integrated anti-forwarding document security to protect your research IP, centralised contract subscriptions with tiered entitlements to ensure MiFID II compliance and world-class cloud platform security and availability.
What our clients say:
“Singletrack enables us to view all of our client data in one place. We can create any number of customized dashboards so we can look across our entire business in multiple ways. It’s this flexibility in data analysis and insight creation that initially attracted us and now helps us understand where we can most productively focus our efforts.”
Seaport Research Partners
Back to Sell Side
Singletrack is one, easy-to-deploy platform that helps you boost performance across sales, trading, research, investment banking, operations, strategy, corporate access and compliance.
Technology
Here’s how our technology delivers value – and why we’re the #1 CRM for leading independent investment banks and research providers.
