Webinars & Videos | Singletrack #1 Investment Banking CRM

Singletrack Webinars & Videos

Browse our library of on-demand industry and product-led webinars and videos.

The Analyst in the Loop: Redefining Investment Research with AI
Watch on-demand now. This webinar brings together industry experts and technology specialists to address how the sell-side can safely adopt AI to augment analyst output, safeguard proprietary IP, and maintain rigorous human oversight.
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[Making AI Work: Real Gains for Investor Conferences
Watch this 20 minute fireside chat that explores how AI is improving workflows for sell-side firms – from smarter CRM enrichment and scheduling to faster insights on interaction data and ROI.
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[Client Strategy in an AI Era
From the advent of AI to regulatory shifts, the client strategy role is changing rapidly at the moment. So, how can client strategy teams thrive in 2025?
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[Driving ROI in investment research: a Singletrack Academy webinar
Join Singletrack CPO Brijesh Malkan, Substantive Research CEO Mike Carrodus and Piper Sandler Head of Product Management Jason Glazer for a discussion about the current state of the investment research industry, and what research providers can do to make the most of coming opportunity.
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[Unbundling Uncovered, a global payment model and the impact of AI: a fireside chat with Mike Carrodus
Following Unbundling Uncovered New York 2024, Singletrack CSO Brijesh Malkan sat down with conference host and CEO of Substantive Research Mike Carrodus for a wide-ranging discussion reflecting on the event, on the state of the investment research market, and what might happen next.
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[Doing more with less in investment banking
The next instalment in our series all about doing more with less in 2024, this time focused on investment banking workflows. Singletrack CSO Brijesh Malkan looks at how banks can achieve high performance efficiently in today’s market.
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