two people looking at a computer

In-house vs. Outsourced Data Management: Which is Right for You?

Did you know that 65% of people's job titles change every year? That number is staggering, but if...

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Laptop Zoom meeting with mug Gui Costin, Founder, CEO | November 20, 2020

How to Build Community Through World Class Virtual Events in 2021

What does an 85,000 word work of Harry Potter fanfiction, a man obsessed with The Grateful Dead,...

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hands on laptop Gui Costin, Founder, CEO | November 19, 2020

CRM vs. Institutional Investor Databases: Why You Need Both

Is this a familiar scene? It’s a Monday morning and time to start your outreach for the week. To be...

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four people sitting at a table Gui Costin, Founder, CEO | November 11, 2020

5 Benefits of Adding an Additional Marketplace User

If you’re a Marketplace member, chances are you already know the benefits that come from a...

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data charts Gui Costin, Founder, CEO | October 27, 2020

The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data

Did you know that 62% of organizations rely on marketing and prospect data that’s up to 40%...

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satellite night view of USA Tim Dolan, Vice President, Institutional Sales | October 24, 2020

Top 100 RIA Firms 2020

The RIA market is one of the most dynamic channels to cover and call on for an investment sales...

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Institutional investors sitting around a table Rob Robertson, President of dakota marketplace | October 23, 2020

3 Benefits of an Institutional Investor Database

Imagine you’re a salesperson, facing the pressure that comes with finding the right industry...

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