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?
Watch the webinar ↓
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
Moderator
Katie Tomlinson Broder
Founder, KTB Advisory
Julia Ashworth
COO, CFO, Arete Research
James Ferguson
SVP, Institutional Sales, Loop Capital
Vineet Jobanputra
VP of Product, Singletrack
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.