Singletrack for Capital Markets Sales and Trading
Singletrack for Sales and Trading
Identify revenue opportunities and demonstrate service value
Sales and trading teams are operating in a constantly changing landscape. Singletrack can help with a suite of client engagement tools tailored to sales and trading workflows that enable teams to evolve along with rapidly shifting client needs and demonstrate the value of their services.
Singletrack for Sales and Trading
Meet evolving client needs
Integrated into your existing workflows and toolset, Singletrack saves you time by harnessing the power of automation to cut down on repetitive, manual tasks while surfacing valuable insights that help you better service clients.
Increase trading volume and revenue
Identify sales and trading signals to capitalise on client intent and deliver bespoke service efficiently, giving clients what they need when they need it.
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.
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.
Improve team productivity and performance
Make the most of the hard work your sales and trading team put in by automating manual and administrative tasks for more streamlined account servicing.
Leading capital markets tools
Deliver profitable 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
Agility and flexibility
Easily meet changing requirements from clients and regulators
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: Danske Bank
Learn why Danske Bank decided to review their CRM system in favour of a solution that was specific to capital markets, could handle changing regulatory requirements and could manage the volumes required by a major bank.