Case Studies | Singletrack #1 Capital Markets CRM

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Singletrack Case Studies

Leaders, innovators and challengers – meet our clients and learn how they have driven business growth and improved operational efficiency.

CaixaBank
For capital markets firms, relying on fragmented spreadsheets and disjointed distribution lists makes compliance and client engagement an uphill battle. CaixaBank needed a purpose-built solution to centralize their operations. View more

GlobalSource Partners
Discover how renowned research provider GlobalSource Partners deployed Singletrack Integrate: LLMs to launch a new revenue-generating service. View more

Water Tower Research
When Water Tower Research teamed up with Singletrack, they were able to create uniquely adapted workflows, empowering them to leverage data and augment distribution fourfold. View more

Davy
Singletrack Insights is helping leading regional European Broker Davy take the surprise out of client feedback and revenue, with the goal of developing a proscriptive model for client accounts. View more

Shore Capital
Singletrack Event Manager helps independent investment group Shore Capital deliver faster, smoother roadshows. View more

Conning
Leading global investment management firm Conning provide value-add research for their asset management clients. Read more about how their implementation of Singletrack Portal has elevated their offering. View more

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