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Technology Gui Costin, Founder, CEO | November 29, 2021

Why Your Investment Sales Team is CRM-Resistant — And How to Change That

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...

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Technology Gui Costin, Founder, CEO | November 18, 2021

10 Salesforce Integration Apps to Improve Investment Sales Productivity

If you're in investment sales, you already know how critical it is to keep your CRM updated. We...

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Technology Gui Costin, Founder, CEO | October 6, 2021

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...

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Two computer monitors on desk

Technology Gui Costin, Founder, CEO | September 24, 2021

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

If you sell in the RIA channel, you already know that there are no shortage of firms to call on...

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Technology Gui Costin, Founder, CEO | September 17, 2021

The 6 Best Email Platforms for Investment Firms

We all spend a lot of our days sending emails. Now imagine if you had the tools to make that...

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Technology Gui Costin, Founder, CEO | July 16, 2021

9 Things Every Investment Firm's Tech Stack Should Include

If you work at an investment firm, you know that every meeting matters. What you do before, during,...

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Technology Gui Costin, Founder, CEO | March 5, 2021

Investment Data Solutions: Which is Right For Your Firm?

If you’re in the investment industry, you know how hard it can be to trust a database that promises...

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