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News & Insights

by Ryan Thibodeaux, December 2023

At Goodwood Consulting, we specialize in enhancing CRM systems, particularly HubSpot and Salesforce, through our Insycle integration services tailored for investment managers. We focus on delivering customized features like automated …

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by Ryan Thibodeaux, November 2023

In the complex web of investment management, relationships between entities, advisors, and clients are the lifeline of sustained growth and client retention. Investment firms, mutual fund managers, and private equity …

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by Megan Boyce, November 2023

In today's fast-paced digital world, every industry is looking for ways to leverage artificial intelligence (AI) to optimize their operations and enhance customer experiences. Whether you're a financial advisor or …

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by Jonathan Bale, November 2023

When you think of generating or nurturing leads, you probably think about follow-ups or touch points. Typically, this process starts with an email, then setting a reminder to send a …

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by Megan Boyce, October 2023

Video has become a powerful tool for businesses to engage, educate, and entertain their audiences and is an essential aspect of your overall content strategy. When it comes to video …

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Topics:HubSpotContent Distribution

by Jonathan Bale, October 2023

The team at Goodwood Consulting are HubSpot experts. We are on the side of our customer, helping them choose and implement the right platform for their specific needs, whatever platform …

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Topics:Content Management System

by Ryan Thibodeaux, February 2023

Goodwood Consulting and AdvizorPro today announced a strategic partnership bringing together Goodwood's expertise in marketing and sales technology automation with AdvizorPro's data and software integrations. Together, the two companies offer …

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by Ryan Thibodeaux, November 2022

CRM users are frequently frustrated by seemingly simple searches that become far too complicated. All alliteration antics aside, we love solving for these daily challenges with automations that are easy …

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by Ryan Thibodeaux, October 2021

As digital marketing continues to evolve, so do we. At Goodwood Consulting, our mission is to continually find ways to improve, keep up with the latest trends, and help investment …

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by Ryan Thibodeaux, June 2021

Many of our clients run dual CRMs, both HubSpot and Salesforce, for various reasons. For example, HubSpot is typically the primary system for inbound and outbound marketing, while Salesforce may …

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