Dakota Resources

Check out our list of available resources below

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CRM Adoption for Investment Firms: An Overview With Gui Costin

In this video, Dakota CEO Gui Costin answers some frequently asked questions about CRM Adoption for investment firms.

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December Public Pension Meeting Notes

December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

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November Public Pension Meeting Notes

November Public Pension Meeting Notes

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

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The Investment Firm's Guide to CRM Adoption

The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM. 

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October Public Pension Meeting Notes

October Public Pension Meeting Notes

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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September Public Pension Meeting Notes

September Public Pension Meeting Notes

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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August Public Pension Meeting Notes

August Public Pension Meeting Notes

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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July Public Pension Meeting Notes

July Public Pension Meeting Notes

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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The Ultimate Guide to Video for Investment Firms

The Ultimate Guide to Video for Investment Firms

Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get...

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