Singletrack for Investment Bankers

Increased flow and faster deal execution

Bankers want to promote healthy deal flow and streamline execution for smoother, more predictable revenue, while finding operational efficiencies to free up more time to do what’s really valuable.

Operate efficiently to boost revenue

Singletrack can help with a suite of tools tailor-made for investment banking workflows to develop and maintain relationships with clients and sponsors, originate more deals and execute transactions more efficiently.

Originate 30% more deals: Give your people more time for truly valuable activities such as prospecting by automating manual, time-consuming tasks to originate 30% more deals.
Reduce buyer identification time by 90%: Use automated, AI-backed list management to identify relevant contacts accurately and quickly, and ensure you can take a data-backed approach to every interaction.
Increase engagement by over 100%: Deliver a tailored service to your clients in a fraction of the time, so every interaction is relevant and specific.
Reduce execution admin by 50%: Automate time-consuming, manual tasks so your teams can focus on what’s really valuable, reducing execution admin by 50% so they’re free to focus on high-impact activities.
Integrate third-party data in minutes: Seamlessly integrate third-party data in just minutes, with our partnerships and integrations tailored to investment banking workflows.

Leading capital markets tools

Better client service in a fraction of the time

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

Singletrack Benchmark

Use industry benchmarking to demonstrate value and optimise both performance and pricing

Fact Sheet: Singletrack Deal

Discover how Singletrack Deal delivers a secure and easily auditable solution for investment banking. Singletrack maintains strict data partitions while bringing relevant data to give you a complete picture of all activity across your business.

Case Study: Goodbody

Learn how Goodbody uses Singletrack across the Investment Bank, Trading, Sales Trading, Research, Corporate Broking and Corporate Finance teams.

Singletrack for Investment Bankers