As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other...
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Technology
Gui Costin, Founder, CEO | March 23, 2022
When you’re setting up meetings and booking calls, the last thing you want to do is add the same...
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Technology
Gui Costin, Founder, CEO | March 11, 2022
A great institutional investor database can be hard to find. However in most cases, the price and...
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Technology
Gui Costin, Founder, CEO | February 17, 2022
It can be overwhelming to try and find the right institutional investor database for your business....
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Technology
Gui Costin, Founder, CEO | February 11, 2022
It can be overwhelming to try and find the right institutional investor database for your business....
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Technology
Gui Costin, Founder, CEO | February 9, 2022
As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is...
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Technology
Gui Costin, Founder, CEO | January 27, 2022
So, you need a CRM for your investment sales team. You want to capture leads, report on your...
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