Prior to partnering with FINTRX, David Kidder 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 communication, and distributing updates and performance reports to their targets.
These individual tasks were were quickly becoming overwhelming and creating inefficiencies within the team'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."
Landmark Capital Advisors was able to leverage the actionable data and organizational tools of the FINTRX Family Office Data Intelligence platform to drive its lead generation and CRM nurturing efforts. Our innovative offering gave the Landmark team a virtually limitless way to market, raise capital, and streamline investor engagement across its team. In addition, FINTRX created a unified platform out of which the team could work more cohesively and efficiently.
With the help of our expansive family office data set, Landmark Capital Advisors was able to prospect into and interact with thousands of potential investors and family office professionals, giving them all the necessary tools to effectively tap into the family office ecosystem and achieve their goals.