With one, easy-to-deploy platform, you can boost performance across sales, trading, research, investment banking, operations, strategy, corporate access and compliance. In fact, using Singletrack, firms say they generate significant additional value through new business wins and deeper client relationships:Which companies use singletrack CRM?
Employee-owned financial services firm, D.A. Davidson Companies harnessed the power of a specialised Capital Markets CRM by selecting Singletrack for their Equity Capital Markets and Fixed Income divisions.Why singletrack for CI Capital?
Singletrack enables the firm to know its clients’ requirements better, to track research consumption and maintain detailed service records. CI Capital reports greater coverage, revenue and overall client satisfaction after implementing a new approach to customer management and engagement.What is Peel Hunt doing with singletrack?
Peel Hunt has extended its use of the Singletrack CRM and research distribution platform, using industry best practice processes. A highly respected US broker is using Singletrack to help manage the growth, quality and productivity of its services to institutional investors.