Singletrack Advanced Insights for Capital Markets
Singletrack Insights
AI-backed insights for capital markets
Capital markets firms must find a competitive edge by harnessing client information to create a clear view of interests and account health. Singletrack can help with a suite of AI-backed tools to continuously surface the right client data at the right time.
The right data at the right time
Singletrack Insights continuously monitors the health of client accounts, flagging problems and suggesting new sources of revenue while automating manual processes, giving teams more time for truly valuable tasks. Singletrack Insights includes a modular set of tools and capabilities across client strategy, service optimisation, manual process automation and core client KPIs.
Increase research engagement by 5-8x
Identify opportunity and risk signals in your data to capitalise on client intent and deliver bespoke service efficiently, giving clients what they need when they need it.Double the number of interactions captured from instant messaging platforms
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.Improve team productivity and value
Automate workflows and common follow-up activities to reduce administrative time, then measure outcomes in analyst dashboards to optimise team performance.Make better decisions
Transform disparate data sets into actionable insights. The client data your firm holds is the key to providing personalised, valuable service across all client tiers. With Singletrack’s AI capabilities, you can unlock the insights it provides and put them to work for your clients.
AI tools for capital markets
More profitable activities 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.
Break through data silos
Get a comprehensive view of all your client relationships so you can give them what they need when they need it.
Case Study: Davy
Learn why leading regional European broker Davy is using Singletrack Insights to get deep, accurate and actionable insights into client accounts and behaviour.
Fact Sheet: Advanced Insights
Download our fact sheet to discover how Singletrack Insights applies rigorous, up-to-date analysis to your data and delivers powerful, revenue oriented business intelligence.