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Singletrack provides a capital markets CRM and engagement platform built for sell-side firms to unify research distribution, client engagement, and deal management, with modules such as Event Management, Banking Hub, Research Hub, and CRM. It uses AI-backed semantic search, analytics, and automation to automate repetitive workflows, surface insights, and help teams deliver better client service while tracking compliance. Its customers include investment banks, independent research providers, and corporate finance boutiques, and the platform is designed to help originate more deals, increase revenue, save time, and run more efficient corporate access and events.
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