2024 Recap: Milestones, CRM Updates, & What’s Next
2024 has been a transformative year for Satuit – one that was marked by significant milestones, exciting product updates, and expanded community engagement. Whether you’re a dedicated Satuit user, partner, or part of our wider community, you’ll see the dedication we’ve shown to delivering value and driving growth. Here’s a look back at some of […]
Navigating Niche Investment Strategies with Configurable CRM Solutions
Niche investment firms face unique challenges that go beyond what traditional CRMs can handle. Unlike standard CRM systems designed for broad applications, niche firms require solutions with configurable structures, workflows, and data fields to manage their distinct strategies and client types effectively. A one-size-fits-all CRM often lacks the flexibility to support unique data metrics, compliance […]
