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News & Insights / Compliance

by Ryan Thibodeaux, October 2019

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 …

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Topics:AutomationWorkflowsCompliance

by Jonathan Bale, September 2019

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 …

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Topics:HubSpotSequencesAutomationWorkflowsComplianceEmail MarketingContent Distribution