CRM Scalability Checklist
Scaling smart is about laying the groundwork for long-term success. It’s not just about adding tools or hiring more people. It’s about creating a structure that supports sustainable growth, operational efficiency, cleaner data, and better decision-making. At Satuit, we recommend focusing on three essential areas: People, Pipelines, and Processes. Use this checklist to evaluate how […]
Webinar Recap: Scaling Smart Strategies to Future Proof Your CRM
Growing a business is exciting, but asset management firms know that scaling up comes with its own set of challenges. The “Scaling Smart Strategies to Future Proof Your CRM” webinar hosted by our team at Satuit discussed how firms can stay ahead of growth without hitting roadblocks like inefficient processes, poor data management, and rigid […]
The Investment Manager’s Guide to CRM Assessment
Is your client relationship management (CRM) system helping your investment firm grow, or is it just another expensive tool your team reluctantly uses? For investment professionals, wealth managers, and financial advisors, a CRM is a lever that can deepen client relationships, optimize business processes, and drive asset growth. Yet, many wealth management firms are left […]
