Prior to becoming a FINTRX seat holder, David, and the Landmark team were using an array of solutions to attempt the sourcing of active family office investors, organizing investor information, tracking the firm's investor communication, and distributing updates and performance reports to their targets.
These overwhelming tasks were quickly creating inefficiencies within Landmark's asset-raising efforts and firm-wide communication. "With our growth came new opportunities," said Kidder. "It was clear that we needed a solution. It was either to build our own or leverage an asset-raising platform that allowed for greater family office investor coverage and visibility for our business. We chose the latter."
Today, Landmark Capital uses the cloud-based FINTRX Platform to drive its family office lead generation and CRM nurturing efforts. The innovating offering gives the Landmark team a virtually limitless way to market, raise capital, and streamline investor engagement across its team members.