In the investment world, time is everything. Whether you’re an emerging fund manager, institutional...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024The 10 Best CRMs for Investment Firms to Consider in 2024
November 30, 2023Top 10 Family Offices in Canada
February 14, 2024
Dakota Marketplace
Morgan Holycross, Marketing Manager | February 13, 2025
CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...
Read More
Sales Best Practices
Morgan Holycross, Marketing Manager | February 4, 2025
Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...
Read More
CRMs
Gui Costin, Founder, CEO | January 28, 2025
Let’s talk about one of the seven deadly sins of investment sales: showing up to a meeting with...
Read More
Sales Best Practices
Morgan Holycross, Marketing Manager | December 12, 2024
Let’s be honest. Logging meetings into your CRM? It’s… not fun. You’d probably rather do just about...
Read More
Sales Best Practices
Morgan Holycross, Marketing Manager | December 3, 2024
Let’s be real, if there’s one thing investment salespeople universally dread, it’s logging meetings...
Read More
Sales Best Practices
Morgan Holycross, Marketing Manager | November 5, 2024
Imagine this: you log into Salesforce, run a quick report on all the RIAs in Boston, and instantly...
Read More