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Marketing & Sales
Integrated. Automated. 

We work with investment managers to integrate and automate all aspects of their marketing, communications & sales efforts. 

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What We Do

Goodwood helps investment managers integrate and automate all aspects of their marketing, client communications and sales efforts.

By utilizing technology to integrate your web site, marketing communications, compliance requirements, sales and client relations data – all into the CRM.

We are able to give you unparalleled insights into how both prospects and clients engage with your content – enabling your marketing, sales and client service teams to deliver exceptional service with remarkable scale.

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Why Us

Most “marketing & sales” firms in the industry are outsourced sales teams where interests can quickly become misaligned and fail to achieve the expected results.

The team at Goodwood has served in every role within the investment management industry over the past 20 years, which gives us a highly differentiated skill set to help our clients.

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Insights & Resources

The Goodwood Consulting resource library contains a wide variety of content intended to demonstrate how we use the tools available to build industry-specific applications for our investment management and financial services clients. 

We strive to produce relevant and value-added content to help our current and future clients find ways to improve/automate their own processes.

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Our Clients

We help companies of all sizes integrate and automate all aspects of their marketing, communications and sales efforts.

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