Article One - This is an internal Dakota Article
Dakota Enhances Marketplace with Expanded Bank Trust Data Coverage
Delivering deeper, verified insights into one of the most difficult investment channels to access Philadelphia, PA — [November 12, 2025] — Dakota, a leading provider of investment sales intelligence, announced a major enhancement to its Bank Trust Data within Dakota Marketplace, expanding coverage and verification across this critical but historically hard-to-reach segment of the investment landscape.The enhanced dataset now includes thousands of verified bank trust departments and their investment decision-makers, providing users with deeper visibility and more actionable intelligence to engage the bank trust channel effectively.“For years, reliable bank trust data has been fragmented and difficult to find,” said Rob Robertson, President of Dakota. “This enhancement brings even greater depth and accuracy to one of our most valuable datasets — helping investment sales teams identify and connect with key decision-makers in the bank trust community.”Key enhancements include:
- Expanded coverage across bank trust departments
- Thousands of verified contacts for investment, trust, and portfolio management roles
- New firm-level insights, including asset size, structure, and regional focus
- Continuous verification by Dakota’s in-house research team
- Seamless access within Dakota Marketplace, supporting search, export, and CRM integration
This update reflects Dakota’s ongoing commitment to providing the most accurate, comprehensive, and actionable intelligence available to investment sales professionals — empowering teams to connect with the right allocators in the right channels.Explore the Data
