dakota Insights

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The latest resources, trends and insights to help make fundraising and deal sourcing simpler. 

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Fundraising is hard. Deal Sourcing is hard. Dakota’s data makes both easier.

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The Top 10 Owners of Commodities ETFs in 2022

By: Gui Costin, Founder, CEO April 14, 2022

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The Top 10 Owners of TIPS ETFs in 2022

By: Gui Costin, Founder, CEO April 06, 2022

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The 5 Best CRMs for RIA Firms in 2023

By: Morgan Holycross, Marketing Manager April 05, 2022

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The 3 Biggest Problems With Sales Contact Data

By: Gui Costin, Founder, CEO March 31, 2022

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How to Sync Your Outlook Calendar With Salesforce

By: Gui Costin, Founder, CEO March 25, 2022

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How to Sync Your Google Calendar With Salesforce

By: Gui Costin, Founder, CEO March 23, 2022

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Is an Institutional Investor Database Worth the Investment in 2023?

By: Gui Costin, Founder, CEO March 11, 2022

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6 Tips for Taking Your Video or Webinar Presentation to the Next Level

By: Gui Costin, Founder, CEO March 04, 2022

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5 Major Benefits of Logging Meetings in Your CRM

By: Gui Costin, Founder, CEO February 18, 2022

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Money Market Directory vs. Dakota Marketplace: Which is Right For You?

By: Gui Costin, Founder, CEO February 17, 2022

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What Makes a Good Company Culture? How Dakota Sets Itself Apart

By: Gui Costin, Founder, CEO February 16, 2022

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Discovery Data vs. Dakota Marketplace: Which is Right For You?

By: Gui Costin, Founder, CEO February 11, 2022

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Top RIAs on the East Coast of Florida

By: Gui Costin, Founder, CEO February 10, 2022

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The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

By: Gui Costin, Founder, CEO February 09, 2022

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5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

By: Gui Costin, Founder, CEO January 27, 2022

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10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

By: Gui Costin, Founder, CEO January 21, 2022

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Investment Industry Trends to Watch in 2022

By: Gui Costin, Founder, CEO January 19, 2022

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Top 5 RIA Firms in San Antonio

By: Gui Costin, Founder, CEO January 14, 2022

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Top 10 RIA Firms in the Charlotte Metro Area

By: Gui Costin, Founder, CEO January 12, 2022

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Top 10 RIAs in the Milwaukee Metro Area

By: Gui Costin, Founder, CEO January 11, 2022