Why You Need a CRM to Succeed in Investment Sales

In the realm of investment management, the role of a CRM system cannot be overstated. Traditional...

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CRM-Guide-Investment Morgan Holycross, Content Marketing Associate | November 30, 2023

The 10 Best CRMs for Investment Firms to Consider in 2024

CRMs are the lifeline to any investment firm. From data integrity to better client service, they...

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Morgan Holycross, Content Marketing Associate | November 28, 2023

The 3 Benefits of Dakota Marketplace for Salesforce

Anyone in investment sales knows the importance of having a clean, up-to-date database for your...

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city Koncheng Moua, Director of Data Management and Strategy | November 21, 2023

October 2023 Public Plan Commitment Summary

In the month of October, Dakota tracked a total of approximately $9.5 billion across 91...

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trees John Washington, Data Research Analyst | November 16, 2023

October 2023 Financial Advisor and RIA Moves and Acquisitions

October did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place. As...

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business call Gui Costin, Founder, CEO | November 14, 2023

How to Leverage Cold Calling in Investment Sales

Cold calling is an intimidating task, especially if you haven’t made any before. As a salesperson,...

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Morgan Holycross, Content Marketing Associate | November 9, 2023

How to Leverage Your CRM to 10x Productivity

It’s been reported that 43% of CRM users only use less than half the features of their CRM system....

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