7 Ways SatuitCRM Enhances Consultant Relations in Asset Management
Establishing and maintaining strong relationships with consultants in the asset management realm is essential for firms to grow and succeed in the industry. SatuitCRM emerges as a powerful tool designed to streamline these interactions, offering a comprehensive solution tailored specifically for the buy-side investment industry. Here are seven ways SatuitCRM enhances consultant relations in asset […]
Satuit Webinar Recap: Boosting COO Efficiency by Migrating Non-Traditional Processes into Your CRM
In the recent insightful webinar, Satuit Technologies collaborated with Versoft Consulting to explore the numerous innovative ways a Customer Relationship Management (CRM) system could improve a firm’s operational efficiency outside of typical fundraising and client services use cases. The webinar was presented by Ben Wieber, Consulting Manager for Versoft Consulting and James Plassmann, General Manager […]
