Neha Patel

Client Success Manager at Singletrack

Neha Patel is currently working as a Client Success Manager at Singletrack since June 2021. Prior to this role, Neha worked as a Senior Associate- Client Engagement at ION from November 2019 to May 2021. With a background in Business/Managerial Economics from Nottingham Business School, Neha has experience in maintaining strong client relationships, providing strategic solutions, and driving product development in the financial industry. Previous roles include Senior Client Relationship Associate at Dealogic and various positions at other companies like Merlin Entertainments and Specsavers.

Location

London, United Kingdom

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Singletrack

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Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace. Proven in use by brokers, investment banks and independent research providers, Singletrack Sell Side enables firms to keep resources focused on the most profitable clients. Its powerful capital markets CRM functionality manages the client contact process and ensures productive inter-departmental collaboration while integrated applications deliver significant business advantage, including: • Streamlined corporate access management • Focused research distribution with consumption metrics • Enterprise-wide, real time reporting • Comprehensive activity logs for client compensation reviews • In-built transparency to meet growing regulatory requirements Singletrack Buy Side is a vendor management tool that enables buy side firms to track, measure and evaluate services from sell side firms with accuracy and ease. It facilitates contract management, interactions evaluation and research engagement measurement in one powerful, effective tool. Built on a world class future-proof operating platform, Singletrack requires no IT and can be implemented and fully operational in weeks. Singletrack was founded by experienced capital markets professionals in London’s financial centre in 2009.


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51-200

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