The AI transition in capital markets is no longer a theoretical concept; it is actively transforming how the sell-side operates and how the buy-side consumes advisory services. As firms produce research faster than ever, a critical question emerges: is this increased output translating into meaningful engagement, or just more noise?

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Watch this exclusive 60-minute on-demand session exploring findings from the Singletrack Q3 2026 Benchmark Report. Using data aggregated from 59 full-service investment banks and independent research providers, our expert panel delivers leading insights across research production, sales interactions, and corporate access activity.

The panel

Katie Tomlinson Broder
Moderator Katie Tomlinson Broder Founder, KTB Advisory
Julia Ashworth
Julia Ashworth COO, CFO, Arete Research
James Ferguson
James Ferguson SVP, Institutional Sales, Loop Capital
Vineet Jobanputra
Vineet Jobanputra VP of Product, Singletrack
Brijesh Malkan
Brijesh Malkan CEO, Singletrack

Key takeaways

The Format Shift in Research Production
Discover why analysts are now covering 12% more companies as creation-to-submission speeds drop to 7.1 hours, and how to adapt your strategy as text increasingly replaces standalone charts.
Componentisation Over “Clickbait”
Learn why writing simply to feed AI algorithms is a short-sighted strategy, and how componentising research frameworks improves discoverability for both LLMs and human decision-makers.
Targeted Asynchronous Engagement
Uncover how leading sales desks are handling the rise of asynchronous communication (now driving over 46% of logged interactions) by utilising automated system integrations to remove administrative friction.
Protecting Value in Corporate Access
Explore how desks are deploying intelligent AI allocation engines to score client relationships for scarce one-on-one management slots amidst a 47.1% surge in higher-capacity conferences.
Commercial Safeguards & IP Protection
Understand the severe risks of value leakage as buy-side institutions deploy internal AI engines, and learn how to embed metadata headers to guarantee commercial attribution and brand visibility.

Watch the on-demand webinar

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About Singletrack

Singletrack is the industry-leading CRM, data, and analytics platform purpose-built for capital markets. We empower full-service investment banks, institutional brokers, and independent research providers to extract maximum value from their proprietary data, streamline complex operations, and drive profitable client engagements. Built by practitioners who understand your daily workflows, Singletrack turns fragmented systems of record into organised, scalable engines for growth.

To see what we can do for your firm, book a demo.