Dakota Video Resources

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.

About This Video Host

Gui Costin

Founder, CEO

Gui Costin is the Founder and CEO of Dakota. Since its founding in 2006, Dakota has raised over $40 billion dollars for its clients. Gui has one simple mission for Dakota: to be a mentor and foster career growth. He is a leader in sales and marketing, and works to help educate investment firms on the processes and procedures they can implement to scale their business.

Prior to starting his entrepreneurial career, Gui earned his Bachelor of Science in Rhetoric and Communications from the University of Virginia. In 2001, he relocated to Philadelphia, working for a number of firms in the area before founding Dakota in 2006.

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