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...

Did you know that 62% of organizations rely on marketing and prospect data that’s up to 40%...

Sales Best Practices Dan DiDomenico, President | October 14, 2020

It feels unnecessary to still be saying that we’re in “unprecedented times” when we’ve been in this...

Sales Best Practices Nick Butz, Vice President, Institutional Sales | October 13, 2020

Imagine the end of a successful day; you’ve done the work, built the relationship, and landed a...

Sales Best Practices Dan DiDomenico, President | October 5, 2020

More than ever, people are relying on digital communication to meet and connect with clients and...

Technology Tim Mitchell, Director of IT | September 30, 2020

A problem that a lot of sales professionals in the financial services industry face is an...

Video Gui Costin, Founder, CEO | September 16, 2020

We have been fortunate at Dakota to host many events, including three conferences, and numerous...