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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Technology
Gui Costin, Founder, CEO | January 21, 2022
As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...
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Technology
Morgan Holycross, Marketing Manager | December 6, 2021
In investment sales, it’s all about getting meetings with new prospective clients and those that...
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