How an advanced investor engagement platform is helping a fast-rising institutional broker deliver a measurable, vote winning service to investors.
- “A future-ready, open CRM that could grow with the things our business had to do”
- “We tested the system quite extensively before deciding to migrate to Singletrack”
- “Singletrack would be more configurable, faster to deploy, and give us more flexibility”
- “It’s user friendly and the additional functionality it delivers made it more compelling”