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The Sherman Sheet uses Act! to create highly customized financial services campaigns
The Sherman Sheet is a financial services company whose clients include money management firms, individual investment advisors, and brokers across the US and Canada. Based in St. Louis, MO, The Sherman Sheet offers a subscription service that provides access to leading financial research, financial models, and custom portfolio reports to help advisors strategically manage their client accounts.
![gordan case headshot](https://www.act.com/wp-content/uploads/Gordon-Case_Sherman-Sheet-150x150.png)
“The AMA platform has helped us simplify our marketing communication processes because it’s so easy to customize and update.”
Gordon Case
Director of Sales and Marketing
Key Benefits
- Build personalized customer relationships by easily customizing campaigns based on criteria such as geography, customer history, and more.
- Focus more time on supporting core business goals, such as delivering top market research and customized investment reports.
- Easily track and manage customer account details, including notes and conversations.