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For the Institutional Investors Not All FinTech CRMs Are Created Equal

For the Institutional Investors Not All FinTech CRMs Are Created Equal

Your Client Relationship Management (CRM) solution is the bedrock of your institutional investment or...
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The Glowing Up of Backstop

The Glowing Up of Backstop

By: Adam Hoit, CPO, Backstop Solutions Group Do you know what “glowing up” means? I must admit, I did not....
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Every Investor Touchpoint Matters

Every Investor Touchpoint Matters

As an investor relations (IR) professional, fumbling a call with an investor is one of your worst nightmares....
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How Institutional Investors Successfully Implement and Adopt Software

How Institutional Investors Successfully Implement and Adopt Software

Institutional investment firms rely heavily upon technology for their daily operations and investment...
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