If you’ve ever tried to raise capital from bank trusts, you know it’s not easy.
These institutions manage trillions in client assets and play a vital role in allocating capital, yet getting in front of the right people inside them is notoriously difficult.
You spend hours researching, only to find incomplete, outdated, or scattered information. Websites rarely name allocators. Contact info is unreliable. What should be a promising opportunity often turns into a frustrating, time-consuming guessing game.
We understand how that feels because we’ve lived it.
At Dakota, we’ve spent more than two decades on the front lines of fundraising, navigating the very same challenges. That experience is exactly why we built Dakota Marketplace. Our goal was simple: make the bank trust channel more accessible, transparent, and actionable for fundraising teams.
In this article, we’ll tell you how Dakota Marketplace is the solution for calling on bank trust teams. By the end, you’ll have a better understanding of how it helps you find the right contacts faster, build stronger relationships, and raise capital more efficiently.
How Dakota Marketplace Makes Bank Trusts More Accessible
Here’s how we help simplify one of the most complex allocator channels:
- Proprietary, relationship-driven data – Unlike scraped lists or outdated directories, our data is built from two decades of real fundraising experience and updated daily.
- Comprehensive coverage – From national bank trust platforms to regional and community trusts, all the contact information is in one place – searchable and sortable.
- Verified, relevant contacts – We surface the right allocators and decision-makers, and our team verifies contacts daily so you can connect with confidence.
- Actionable insights – Understand how each bank trust allocates, what strategies they focus on, and how best to approach them.
At the end of the day, raising capital has always been about relationships. Those start with finding the right people.
With Dakota Marketplace, you can:
- Quickly find and reach verified allocator contacts
- Keep your pipeline current and organized
- Sync easily with your CRM
- Make every outreach count with trusted, up-to-date data
- What once felt like guesswork now feels clear and actionable.
What once felt like guesswork now feels clear and actionable.
You Don’t Have to Do It Alone
Accessing the Bank Trust channel has always been hard. But it doesn’t have to be.
With Dakota’s bank trust intelligence, you finally have the data, clarity, and support to move forward with confidence.
If Bank Trusts are an important allocator for your strategy, Dakota Marketplace gives you a strategic edge to help unlock new opportunities and build real relationships faster.
Book a demo to see how Dakota Marketplace can simplify your process and empower your fundraising efforts with bank trust data you can trust.
