How Satuit Saves Time for Investment Managers
In the fast-paced world of investment management, time is your most valuable asset. But outdated systems and manual workarounds often slow down client communications, reporting, and deal tracking. Satuit is widely considered the best CRM platform and investment CRM software for investment teams looking to reduce manual work and improve transparency. Designed specifically for investment […]
6 Best Practices for CRM in Asset Management
CRM software can either be a powerful driver of operational efficiency and relationship success or a clunky sales tool that adds friction to your workflows. For asset and wealth managers, choosing the right CRM for asset management, as well as how the investment CRM software is implemented and used, makes all the difference. A CRM […]
Satuit Latest Webinar: See Our Updates in Our 18.0 Release
To celebrate the launch of our latest 18.0 release, we’re hosting a special webinar to give you a firsthand look at everything that’s new. This release focuses on our interface, giving our CRM a fresh new look for users. Webinar Details A Fresh Look: Introducing Satuit’s New Interface and UX/UI EnhancementsDate: Sep 24, 2025 | […]