Sort accounts by metro area to identify who to talk with while in town – Marketplace even shows analysts living in cities outside the company’s home base. Mapping makes planning meetings easy by showing the location of contacts and recommending others that are nearby.
Gain insights into current investor thinking, trends and approaches. Marketplace includes multimedia content created during Dakota Live! – listen to interviews with guest allocators or hear us walk through the ins and outs of metro areas and key accounts.
Get a glimpse of how Dakota Marketplace can help your pipeline. Join Dakota Live!, a free biweekly webinar that provides you with some of the unique insights found within Marketplace.
Quickly connect with allocators currently looking for the investment strategies you offer. The searches feature in Dakota Marketplace shows active allocator searches and the specific asset classes they’re looking for.
Quickly access the critical information you need to gather before calling on a lead. From an in-depth description of the account to a detailed list of relevant contacts and the asset classes they cover, Dakota Marketplace puts it all at your fingertips.
Enable your sales team to keep their contact information accurate via real-time updates. Marketplace syncs with Salesforce accounts and contacts – so when an allocator changes jobs or contact information, your sales team is automatically notified and it updates in Salesforce.Contact Sales