Singletrack

Take a look at our latest video case study to find out How Investor Relations Executive at Shore Capital, Lisa Mason, creates and manages roadshows using Singletrack Event Manager. Watch the full video on our website now: https://okt.to/WO7MSe

We’re delighted to announce that Vineet Jobanputra has been promoted to Head of Product here at Singletrack! Vineet has been with us for over seven years, and has deep knowledge of the Singletrack product, our customers and their needs, and capital markets more broadly. We’re really excited to see him step into this new role. Please join us in congratulating him.

We have an announcement to share… SaaS leader Meshach Amuah-Fuster has joined Singletrack as CEO! Please join us in welcoming him to the team. Meshach brings over 20 years’ experience working in SaaS companies across a range of verticals, as well as a strong track record as a C-level executive leading high-growth business. To find out more, read the full announcement on our website: https://okt.to/wzfhJs

Planning is underway for our next product roadmap session, where we'll share our plans for Singletrack with our clients and partners, and hear from them about their experience of using the platform day-to-day. This time around, we'll meet virtually, but here are some photos from our last in-person sessions in London and New York to look back on. Watch this space for more news!

According to research from our friends over at Substantive Research Ltd, asset managers are falling into 3 categories when it comes to the FCA's unbundling rules: potential early adopters, wait and see, and sceptics. For now, the wait and see group is the largest. Find out more: https://okt.to/E0IZLM

Check out our latest case study to find out how Singletrack Insights helps leading regional European Broker Davy take the surprise out of client feedback and revenue, including - Developing reports and dashboards which mirror how clients evaluate the service they receive - Achieving transparency and revenue predictability - Using Singletrack Insights to move from a retrospective, to a predictive, to a proscriptive view of client accounts Download the case study now: https://okt.to/XRw8QH

Singletrack CRM is the data-driven client engagement platform for advisory firms, with a comprehensive suite of tools and analytics so you can deliver better client service more efficiently. Grow revenue, improve performance and reduce costs with automated data capture, intuitive tools and machine learning. Learn more about how Singletrack CRM can help you: https://okt.to/9V1QFq

The wait and see attitude to research payment optionality we heard at Unbundling Uncovered in New York this summer persists, according to Financial News. 45% of firms are 'neutral and waiting to see how the rest of the market moves' before deciding how to respond. Find out more: https://okt.to/MZ8OLP

Singletrack’s latest Quarterly Benchmark Report is here, bringing together insights and trends to help understand the state of the advisory industry. This edition draws insights from across research, sales and trading and corporate access to understand market activity. Download the full report now: https://okt.to/MiDpYd

The SEC has charged 26 firms a combined almost $400 million for record-keeping failures related to electronic communications by personnel, The TRADE News reports. The penalties highlight the importance of robust data-capture and record-keeping tools for capital markets firms, and particularly the crucial role mobile capabilities can play in maintaining compliance. https://okt.to/ksULQT