Singletrack wins new contract with Height Securities for cloud CRM platform

Source: Singletrack

Singletrack, the London-based capital markets CRM and research solution specialists, have announced a new contract with Height Securities LLC, a privately held Washington DC-based broker-dealer.

Height has implemented Singletrack Edge, Singletrack’s cloud-based client engagement and research distribution management platform.

“Height Securities is a full service investment firm that strives to maintain a lead on several fronts, so our ability to deliver the best quality client services is paramount” explained Andrew Parmentier, the firm’s Managing Partner & co-founder. “The Singletrack platform will enable us to employ the latest best practice processes and to ensure that our clients secure maximum advantage from our full range of research, investment banking and advisory services.”

Todd Klein, Singletrack US Head of Operations commented: “Singletrack Edge is a complete, integrated solution covering capital markets client relationships, roadshows and distribution management. It’s easy and intuitive for Sales and Research teams to use, and will give Height Securities a whole new raft of actionable intelligence.”

“The move to Singletrack follows a comprehensive review of our business processes, driven by a determination to improve our internal workflows and external distribution capabilities to the benefit of our clients“ added Andrew Schon, Height’s Director of Technology. “With Singletrack in place we now have the systems and best practice methodology that will enable Height to cater to individual needs and provide a world class service to our growing client base.”

“Singletrack Edge is a dedicated sell-side CRM platform incorporating advanced data analysis tools that provide the intelligence to monitor, manage and plan revenue generating activities on a fully coordinated, cross-departmental basis” explained Stuart Berwick, CEO of Singletrack. “We designed it for an increasingly competitive and regulated environment; the system delivers maximum visibility and control with the flexibility to meet individual user firm’s requirements.”

Height Securities provides industry-leading research to institutional investors with positions in companies and sectors with significant regulatory exposure. The firm has a well-established reputation for assisting clients in effectively navigating regulatory, macroeconomic, and geopolitical risks that impact investments and corporate operating environments. The firm’s Investment Banking and Advisory group has become a leading financier and advisor to regulated industries. Height Securities, LLC is a broker-dealer registered with the Financial Industry Regulatory Authority (FINRA) and the U.S. Securities and Exchange Commission (SEC), and is a member of the Securities Investor Protection Corporation (SIPC). 

Singletrack was founded in London by a former JP Morgan CTO; the business has operated exclusively in sell-side capital markets since its inception in 2009. The company’s cloud-based CRM, client engagement and research monetisation systems are proven in use by leading institutional brokers, investment banks and Independent Research Providers on four continents.

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