Customer Success

The Sherman Sheet

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.

“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

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