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.

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“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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