Loop Capital, a full-service investment bank, knows the value of leveraging the right technology. After disappointing experiences with other CRM vendors, they needed a robust solution engineered specifically for capital markets. They chose Singletrack to centralize their workflows, unlock their proprietary data, and build a scalable engine for growth.
Download case study ↓“We’ve moved from a system of record to an engine that is more organized, scalable and a driver of engagement and growth.”
Our new case study shows how Loop Capital partnered with Singletrack to:
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Establish an overarching technology platform that touches every aspect of their workflow, from research generation to buy-side vote generation.
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Extract maximum value from their proprietary data to drive quick conclusions and incremental engagement.
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Automate manual information flows and reduce administrative overhead, empowering teams to focus on high-ROI activities.
One overarching engine
Loop Capital seamlessly integrated their workflows by aggregating data from external platforms like Bloomberg, Capital IQ, LSEG, Dealogic, CorpAxe, and MeetMax.
Maximizing proprietary data
The firm structured and surfaced their proprietary data effectively, leveraging it to gain a deeper understanding of clients and prospects.
Practitioner built
By adopting a platform designed specifically for capital markets, critical functionality was immediately accessible across sales and research teams.
Download the full case study to see how Loop Capital uses Singletrack as their core technology platform to drive engagement and growth.
Download the full case study
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