Singletrack Engage | #1 Capital Markets CRM
Singletrack Engage
The data-driven client engagement platform for capital markets
The advisory industry remains highly competitive, and as market dynamics continue to change, teams are under pressure to deliver great results with constrained resources. Everyone has to do more with less – not just survive, but thrive, delivering great client service efficiently and profitably.
Singletrack Engage
Purpose-built capital markets CRM
Singletrack can help with a comprehensive, purpose-built suite of tools and analytics that deliver high-quality client service with efficient, data-driven workflows across sales and trading, investment research, corporate access and banking.
Over 90% adoption
A tool people actually use so you’ll realise value across your teams with very high adoption rates: we see 90% across our client base.
Fast implementation
Get up and running quickly. Our average implementation timeline is 6 months, so you can minimise business disruption and begin to see ROI fast.
Monetise more interactions
Increase interaction monetisation over 190% by automatically capturing interactions and delivering them to aggregators. Ensure you’re rewarded for the value you provide.
Deepen relationships in key accounts for more profitable service
Benefit from client engagement tools across all channels, including email, IM, Bloomberg Chat and more, for consistent, reliable tracking that breaks through data silos while maintaining compliance.
Understand whether you’re servicing the right accounts for the right outcomes
Objectively assesses client wallet share against service and coverage levels.
Presented in an accessible yet meaningful way, Singletrack’s reports pinpoint areas for improvement and actionable insights.
CRM for capital markets
Lead the transition to data-driven advisory.
Cutting-edge AI analytics
Take action with automated insights that uncover hidden patterns and outliers
30+ integrations
Break through data silos to improve communication and spot insights and opportunities
Accurate measurement
Simplify forecasting and risk management
Fact Sheet: Singletrack Engage
Discover how Singletrack Engage delivers a comprehensive suite of purpose-built tools and analytics so firms can combine high-quality service for clients with efficient, data-driven workflows across sales and trading, investment research, corporate access and banking.
Case Study: Arctic Securities
Learn how Arctic Securities, a leading Norwegian investment bank, moved to Singletrack Engage for automated data capture, intuitive tools and machine learning.