As part of a review of client activities, leading UK market maker Peel Hunt has adopted the Singletrack Edge CRM and research distribution platform firmwide, using industry best practices, to align its offerings more closely with the requirements of institutional customers...
- Maximised opportunities to capitalise on all aspects of client engagement
- Corporate, sales and research teams optimally aligned to foster long term client relationships
- Better allocation of time by salespeople and analysts
- Clients can be offered a bespoke service driven by their feedback
- Allows easy monitoring of resource input and corresponding outcomes
- Creates a culture of information sharing where all benefit from entering appropriate information on client interactions
“By adopting Singletrack on a cross-departmental basis we have been able to capitalise on our core strengths, by delivering a better quality service through more productive use of our resources.”
Steven Fine, Peel Hunt Group CEO
Singletrack supports Peel Hunt’s joined-up service philosophy
Having conducted a data management and reporting review, and cleaned up their data, Peel Hunt decided to extend use of the Singletrack Edge CRM and research distribution platform and adopt Singletrack’s best practice methodology.
Data editing is now confined to a specified user group, and an individual has been nominated to coordinate the creation of all the Singletrack reports required - bespoke, daily, weekly etc.
The firm has been able to create a culture of information sharing where everyone can see that entering the appropriate information on all client interactions to the system is for the greater good of our business. CRM information is now considered crucial to the business and staff have personal KPIs set against their utilisation of Singletrack.
Easy monitoring and evaluation
Singletrack allows comprehensive oversight of resource input and related research payments; the system is also used to monitor broker votes very closely.
“I monitor the level of resource going into accounts very carefully, and I use Singletrack for that so I can balance resource against research payments.”
Hester White, Head of Client Strategy & CRM
Peel Hunt sends research notes, mass emails and sales’ morning emails through Singletrack. Consequently it is easy to see who received reports, where emails bounced back and who has read research. Analysts find it easy to do because they’ve all been trained to make full use of the system and have the necessary templates etc.
Better customer service
Peel Hunt is essentially a relationship business. When assessing a new process or system a key criterion is: How will this bring us closer to our clients? By adopting Singletrack on a cross-departmental basis the firm has been able to capitalise on its core strengths by delivering a better quality service through more productive use of its resources.