--- title: CRM & Marketing Insights for Financial Services | Goodwood Consulting (3) description: Explore CRM, marketing, and sales strategy insights tailored for financial services — including asset managers, RIAs, PE/VC firms, and fintechs. (3) --- [![goodwood-consulting-logo-black](https://blog.goodwood-consulting.com/hs-fs/hubfs/goodwood-consulting-logo-black.png?width=200&height=45&name=goodwood-consulting-logo-black.png "goodwood-consulting-logo-black")](http://www.goodwood-consulting.com/) - [What We Do](https://2538241.hs-sites.com/what-we-do) - [Why Us](https://2538241.hs-sites.com/why-us) - [Our Clients](https://2538241.hs-sites.com/our-clients) - [News & Insights](https://blog.goodwood-consulting.com/news-insights) [![Schedule Call](https://no-cache.hubspot.com/cta/default/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de) [![goodwood-consulting-logo-black](https://blog.goodwood-consulting.com/hs-fs/hubfs/goodwood-consulting-logo-black.png?width=200&height=45&name=goodwood-consulting-logo-black.png "goodwood-consulting-logo-black")](http://www.goodwood-consulting.com/) - [What We Do](https://2538241.hs-sites.com/what-we-do) - [Why Us](https://2538241.hs-sites.com/why-us) - [Our Clients](https://2538241.hs-sites.com/our-clients) - [News & Insights](https://blog.goodwood-consulting.com/news-insights) [![Schedule Call](https://no-cache.hubspot.com/cta/default/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de) [![Get Pricing Info](https://no-cache.hubspot.com/cta/default/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52) Search **Menu** [![Schedule Call](https://no-cache.hubspot.com/cta/default/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de) [![Get Pricing Info](https://no-cache.hubspot.com/cta/default/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52) - [What We Do](https://2538241.hs-sites.com/what-we-do) - [Why Us](https://2538241.hs-sites.com/why-us) - [Our Clients](https://2538241.hs-sites.com/our-clients) - [News & Insights](https://blog.goodwood-consulting.com/news-insights) # [Insights for Financial Services Leaders: CRM, Marketing & Sales Strategy](https://blog.goodwood-consulting.com/news-insights) ## [HubSpot + Salesforce | Solving for Notification Emails](https://blog.goodwood-consulting.com/news-insights/hubspot-salesforce-solving-for-notification-emails) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), June 2021 [![HubSpot + Salesforce | Solving for Notification Emails](https://blog.goodwood-consulting.com/hubfs/clark.jpg)](https://blog.goodwood-consulting.com/news-insights/hubspot-salesforce-solving-for-notification-emails) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/hubspot-salesforce-solving-for-notification-emails) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[Automation](https://blog.goodwood-consulting.com/news-insights/topic/automation)[Workflows](https://blog.goodwood-consulting.com/news-insights/topic/workflows) ## [Goodwood Celebrates Autism Awareness Month 2021](https://blog.goodwood-consulting.com/news-insights/goodwood-celebrates-autism-awareness-month-2021) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), April 2021 [![Goodwood Celebrates Autism Awareness Month 2021](https://blog.goodwood-consulting.com/hubfs/GW_AA%20Blog-2.jpg)](https://blog.goodwood-consulting.com/news-insights/goodwood-celebrates-autism-awareness-month-2021) The team at Goodwood Consulting is raising funds for the mission of Autism Speaks - enhancing lives today and accelerating a spectrum of solutions for tomorrow. Please support us by … [Read More](https://blog.goodwood-consulting.com/news-insights/goodwood-celebrates-autism-awareness-month-2021) Topics:[Assets for Autism](https://blog.goodwood-consulting.com/news-insights/topic/assets-for-autism) ## [Lewis Clough joins the Goodwood Consulting team](https://blog.goodwood-consulting.com/news-insights/gracie-miller-joins-goodwood-consulting-0) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), March 2021 [![Lewis Clough joins the Goodwood Consulting team](https://blog.goodwood-consulting.com/hubfs/Lewis%20Clough_EmployeeSpotlight-1.png)](https://blog.goodwood-consulting.com/news-insights/gracie-miller-joins-goodwood-consulting-0) In support of our continued growth, Goodwood Consulting welcomes Lewis Clough, as Marketing Associate. Over the past 3 years, Goodwood has built a unique and compelling service offering for investment … [Read More](https://blog.goodwood-consulting.com/news-insights/gracie-miller-joins-goodwood-consulting-0) Topics:[Meet the Team](https://blog.goodwood-consulting.com/news-insights/topic/meet-the-team) ## [Gracie Miller joins the Goodwood Consulting team](https://blog.goodwood-consulting.com/news-insights/gracie-miller-joins-goodwood-consulting) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), September 2020 [![Gracie Miller joins the Goodwood Consulting team](https://blog.goodwood-consulting.com/hubfs/GracieMiller_Spotlight.png)](https://blog.goodwood-consulting.com/news-insights/gracie-miller-joins-goodwood-consulting) In support of our continued growth, Goodwood Consulting welcomes Gracie Miller, as Creative Director. Over the past 3 years, Goodwood has built a unique and compelling service offering for investment … [Read More](https://blog.goodwood-consulting.com/news-insights/gracie-miller-joins-goodwood-consulting) Topics:[Meet the Team](https://blog.goodwood-consulting.com/news-insights/topic/meet-the-team) ## [Goodwood Consulting Becomes HubSpot Platinum Partner](https://blog.goodwood-consulting.com/news-insights/goodwood-becomes-hubspot-platinum-partner) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), August 2020 [![Goodwood Consulting Becomes HubSpot Platinum Partner](https://blog.goodwood-consulting.com/hubfs/HubSpot%20Platinum%20Badge-1.png)](https://blog.goodwood-consulting.com/news-insights/goodwood-becomes-hubspot-platinum-partner) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/goodwood-becomes-hubspot-platinum-partner) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot) ## [David Askew joins the Goodwood Consulting team](https://blog.goodwood-consulting.com/news-insights/david-askew-joins-goodwood-consulting) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), August 2020 [![David Askew joins the Goodwood Consulting team](https://blog.goodwood-consulting.com/hubfs/Forest%201.jpg)](https://blog.goodwood-consulting.com/news-insights/david-askew-joins-goodwood-consulting) In support of our continued growth, Goodwood Consulting welcomes David Askew, CFA as Managing Director. Over the past 3 years, Goodwood has built a unique and compelling service offering for … [Read More](https://blog.goodwood-consulting.com/news-insights/david-askew-joins-goodwood-consulting) Topics:[Meet the Team](https://blog.goodwood-consulting.com/news-insights/topic/meet-the-team) ## [A Chart is Worth a Thousand Equations](https://blog.goodwood-consulting.com/news-insights/a-chart-is-worth-a-thousand-equations) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), December 2019 [![A Chart is Worth a Thousand Equations](https://blog.goodwood-consulting.com/hubfs/Cover%20Image%20-%20White%20Logo-1.png)](https://blog.goodwood-consulting.com/news-insights/a-chart-is-worth-a-thousand-equations) Investment advisors and portfolio managers alike often struggle articulating why Fund A is better than Fund B. While everyone understands absolute returns (the upside) and most have an appreciation for … [Read More](https://blog.goodwood-consulting.com/news-insights/a-chart-is-worth-a-thousand-equations) Topics:[Content Distribution](https://blog.goodwood-consulting.com/news-insights/topic/content-distribution) ## [Enable Access to Institutional Only Content on your Web Site](https://blog.goodwood-consulting.com/news-insights/enable-access-to-institutional-only-content-on-your-web-site) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), October 2019 [![Enable Access to Institutional Only Content on your Web Site](https://blog.goodwood-consulting.com/hubfs/tps%20reports.jpg)](https://blog.goodwood-consulting.com/news-insights/enable-access-to-institutional-only-content-on-your-web-site) Investment management firms frequently create marketing materials that are approved for "Institutional Use Only" or "Financial Professional Use Only", and therefore typically only use these materials in one-on-one communications with … [Read More](https://blog.goodwood-consulting.com/news-insights/enable-access-to-institutional-only-content-on-your-web-site) Topics:[Automation](https://blog.goodwood-consulting.com/news-insights/topic/automation)[Workflows](https://blog.goodwood-consulting.com/news-insights/topic/workflows)[Compliance](https://blog.goodwood-consulting.com/news-insights/topic/compliance) ## [Goodwood Consulting | Ultimus Distribution Advantage Webinar Replay](https://blog.goodwood-consulting.com/news-insights/ultimus-distribution-advantage-webinar-replay) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), September 2019 [![Goodwood Consulting | Ultimus Distribution Advantage Webinar Replay](https://blog.goodwood-consulting.com/hubfs/Ultimus%20Webinar%20-%20Feature%20Image.png)](https://blog.goodwood-consulting.com/news-insights/ultimus-distribution-advantage-webinar-replay) The Goodwood Consulting team recently participated in the Ultimus Distribution Advantage webinar series, where we shared our insights and demonstrated the technology, tools and processes that we implement for our … [Read More](https://blog.goodwood-consulting.com/news-insights/ultimus-distribution-advantage-webinar-replay) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[Sequences](https://blog.goodwood-consulting.com/news-insights/topic/sequences)[Automation](https://blog.goodwood-consulting.com/news-insights/topic/automation)[Workflows](https://blog.goodwood-consulting.com/news-insights/topic/workflows)[Compliance](https://blog.goodwood-consulting.com/news-insights/topic/compliance)[Email Marketing](https://blog.goodwood-consulting.com/news-insights/topic/email-marketing)[Content Distribution](https://blog.goodwood-consulting.com/news-insights/topic/content-distribution) ## [Why You Should Stop Using PDFs for Your Quarterly Commentary](https://blog.goodwood-consulting.com/news-insights/why-you-should-stop-using-pdfs-for-your-quarterly-commentary) by [Abby Brown](https://blog.goodwood-consulting.com/news-insights/author/abby-brown), August 2019 [![Why You Should Stop Using PDFs for Your Quarterly Commentary](https://blog.goodwood-consulting.com/hubfs/Feature%20Image.png)](https://blog.goodwood-consulting.com/news-insights/why-you-should-stop-using-pdfs-for-your-quarterly-commentary) In the investment management industry, content assets like quarterly commentary are not just important in the marketing and sales process, but also client relations. Stakeholders want to hear what you … [Read More](https://blog.goodwood-consulting.com/news-insights/why-you-should-stop-using-pdfs-for-your-quarterly-commentary) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[Email Marketing](https://blog.goodwood-consulting.com/news-insights/topic/email-marketing)[Content Distribution](https://blog.goodwood-consulting.com/news-insights/topic/content-distribution) [Prev](https://blog.goodwood-consulting.com/news-insights/page/2) [All Posts](https://blog.goodwood-consulting.com/news-insights/all) [Next](https://blog.goodwood-consulting.com/news-insights/page/4) - [Recent](https://blog.goodwood-consulting.com/news-insights/page/3#recent) - [Topics](https://blog.goodwood-consulting.com/news-insights/page/3#topics) - [Archive](https://blog.goodwood-consulting.com/news-insights/page/3#archive) - [Assets for Autism (1)](https://blog.goodwood-consulting.com/news-insights/tag/assets-for-autism) - [Automation (9)](https://blog.goodwood-consulting.com/news-insights/tag/automation) - 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