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Technology 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 Technology 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 Sales Best Practices 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 RIA Insights 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 Technology 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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Dakota Marketplace Morgan Holycross, Marketing Manager | October 20, 2020

Dakota Marketplace: What to Expect From Your Subscription

We know that choosing an institutional investor or company database is a big decision. For many...

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keyboard and phone with pens Investment Insights Tracy Rogers, Chief Administrative Officer | October 20, 2020

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic...

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