Why You Need an Industry-Specific CRM in 2025
The buy-side investment landscape is transforming rapidly, demanding that your firm’s CRM software evolve just as quickly to stay ahead. With increasing competition, deeper client expectations, and evolving regulatory frameworks, having the right CRM software solution will be non-negotiable for staying ahead. An industry-specific CRM can simplify workflows, maintain compliance, and address the unique needs […]
How Often Should Your Firm Conduct CRM Assessments?
Customer Relationship Management (CRM) systems are critical to the ongoing success of many investment firms. From buy-side investors and asset managers to portfolio managers navigating complex deal flows, a robust CRM solution can make all the difference. However, merely using a CRM isn’t enough—it’s essential to assess its performance through regular CRM health checks regularly. […]
Start the Year Strong with Satuit CRM
Free CRM Assessment for Buy-Side Investors in Q1 2025 We’re excited to kick off 2025 with a special offer tailored to buy-side investors. From hedge funds and institutional asset managers to private equity and real estate investors, Satuit is dedicated to helping you drive effective relationship management, deal flow, pipeline management, compliance, and more. To […]
