Sell Side | Singletrack CRM

Singletrack CRM 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.

  • Most comprehensive client engagement platform for advisory firms, trusted by over 60 clients worldwide
  • Increase interaction monetisation by combining AI and analytics to ensure no opportunities are missed. Singletrack can increase interactions capture and monetisation by over 190%
  • Improved productivity and reduced manual effort to service clients with AI-backed tools to automate repetitive tasks and surface relevant insights at the right time


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