hands on laptop

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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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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business professionals at desk with laptop, pens, and paper Gui Costin, Founder, CEO | September 24, 2020

How Does An Institutional Investment Firm Benefit From a CRM?

A CRM is far more than a database of accounts and contacts, but most people confuse the true...

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