Demands on capital markets professionals have never been greater. At the same time, AI is transforming the industry. Singletrack is at the forefront of this transformation with an AI engine that seamlessly augments professional expertise to power research, sales and trading, investment banking and corporate access workflows for better outcomes.
AI is transforming capital markets and heralding a new era for the industry – transforming both the medium and the advisory product itself. In this new era, traditional CRMs that treat AI as a bolt-on, as opposed to the core platform, will fall behind and become obsolete. For AI to be effective in capital markets, it must be:
Compliant. AI must meet stringent compliance and regulatory requirements. If you’re unsure how your AI does this, it’s time to ask.
Designed for capital markets. To be effective for the sell-side, AI should address capital markets specific use cases and workflows.
Created from good data. AI only works if you ensure the underlying foundations of good data and auditing are met.
Built to produce solid insights. Ensure outputs are high quality and can quickly be assessed for errors.
Singletrack has been delivering AI solutions for Capital Markets advisory firms across sales and trading, research, corporate access and investment banking for over a decade. While some providers are playing catch up with disparate AI tools, we have a strategic approach to AI development in our platform. At Singletrack we:
Choose the right AI technology to meet specific use cases
Avoid demoware solutions that look good, but fail to deliver adoption and ROI
Ensure that we have high quality capital markets specific training data to avoid “junk in, junk out” outcomes
Take a compliance-first approach that ensures all use cases can be adopted by capital markets advisory firms in practice
Professionals are dealing with larger, disparate datasets and disconnected workflows across markets and banking. Our AI-first CRM platform, Singletrack Engage, overcomes these challenges, working with your talent to enable Capital Markets firms to scale human expertise.
ROI Layer: Guided actions and benchmarks to track outcomes, align activity to revenue, measure performance and identify new trends.
Engagement Layer: AI-first capital markets workflow tools that work in partnership with human professionals to deliver advisory workflows. Configurable to support semi and fully agentic processes for different needs.
Foundational Layer: AI-first ambient capture, enrichment and clean-up of data on accounts, contacts, projects, interactions, research and engagement, ensuring all are high quality.
AI Engine: A capital markets AI engine trained on terminology and workflows specific to sales & trading, research, corporate access and banking.
“We have been using Singletrack’s AI toolset since we rolled out the platform 5 years ago. Singletrack’s focus on measurable ROI means that we are constantly improving how to leverage advances in AI. Every improvement has a direct impact on our business. The Singletrack team gives us the confidence that when a new technology emerges, they will understand and utilise it to improve advisory workflows.”
Head of Sales
US Investment Bank
One integrated AI first platform across research, CRM, Corporate Access and Banking has the highest quality dataset to understand buy-side intent and deliver the broadest and deepest set of tools that enable sell-side professionals.
Professionals are dealing with larger, disparate datasets and disconnected workflows across markets and banking. Singletrack Engage overcomes these challenges, working with your talent to enable Capital Markets firms to scale human expertise.
Join Singletrack CEO Brijesh Malkan as he explores the history of capital markets—from 17th-century coffee houses to the AI-driven future. Watch to discover why AI is more than a productivity tool, and how it is fundamentally transforming the way advisory services are delivered and consumed.
Watch
Join Singletrack CEO Brijesh Malkan as he explores the history of capital markets—from 17th-century coffee houses to the AI-driven future. Watch to discover why AI is more than a productivity tool, and how it is fundamentally transforming the way advisory services are delivered and consumed.
