In the realm of investment management, the role of a CRM system cannot be overstated. Traditional...
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November 30, 2023
Dakota Marketplace
Morgan Holycross, Content Marketing Associate | November 30, 2023
CRMs are the lifeline to any investment firm. From data integrity to better client service, they...
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Technology
Morgan Holycross, Content Marketing Associate | November 28, 2023
Anyone in investment sales knows the importance of having a clean, up-to-date database for your...
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Investment Insights
Koncheng Moua, Director of Data Management and Strategy | November 21, 2023
In the month of October, Dakota tracked a total of approximately $9.5 billion across 91...
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RIAs
John Washington, Data Research Analyst | November 16, 2023
October did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place. As...
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Sales Best Practices
Gui Costin, Founder, CEO | November 14, 2023
Cold calling is an intimidating task, especially if you haven’t made any before. As a salesperson,...
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Sales Best Practices
Morgan Holycross, Content Marketing Associate | November 9, 2023
It’s been reported that 43% of CRM users only use less than half the features of their CRM system....
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