How to Make Your CRM Your Most Used Asset and What You Get in Return

In the fast-paced world of modern business, a CRM stands as a pivotal tool, central to nurturing...

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Morgan Holycross, Marketing Manager | January 25, 2024

Dynamics Driving Investment Opportunities In Family Offices

In the intricate world of wealth management and investment, family offices stand out for their...

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Morgan Holycross, Marketing Manager | January 23, 2024

Top 10 RIA Firms in the Minneapolis Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...

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Morgan Holycross, Marketing Manager | January 18, 2024

5 Key Features to the Marketplace for Salesforce Integration

There are many issues that arise from adopting and implementing a new CRM, like Salesforce, at your...

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Koncheng Moua, Director of Data Management and Strategy | January 16, 2024

December 2023 Public Plan Commitment Summary

In the month of December, Dakota tracked a total of approximately $10.4 billion across 164...

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Morgan Holycross, Marketing Manager | January 11, 2024

The Powerful Impact of a CRM and a Salesforce Integration

At the core of investment sales is the need for precise tracking of all meetings scheduled and...

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John Washington, Data Research Analyst | January 9, 2024

December 2023 Financial Advisor and RIA Moves and Acquisitions

As December wrapped up, Dakota tracked a total of 26 transactions. With the markets calming down...

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