Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

More about Gui Costin, Founder, CEO

Blogs By Gui Costin, Founder, CEO

Man working at computer monitor | February 11, 2022

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

It can be overwhelming to try and find the right institutional investor database for your business....

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West Palm Beach, Florida | February 10, 2022

Top RIAs on the East Coast of Florida

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is...

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Man using laptop | February 9, 2022

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

As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is...

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Laptop keyboard | January 27, 2022

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

So, you need a CRM for your investment sales team. You want to capture leads, report on your...

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men looking at a laptop | January 21, 2022

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

As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...

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an open planner with pens beside it | January 19, 2022

Investment Industry Trends to Watch in 2022

The start of a new year, especially one that marks the start of our third year of a pandemic, can...

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