SatuitCRM vs Microsoft Dynamics for Investment Managers
Microsoft Dynamics 365 is a serious enterprise platform. It integrates deeply with the Microsoft ecosystem, Teams, Outlook, SharePoint, Azure, and for organizations already running Microsoft infrastructure, it presents a compelling case on paper. IT departments recognize it. Procurement teams feel comfortable with it. And the licensing conversation often starts with “we already pay for Microsoft.” […]
CRM for Institutional Asset Managers: Managing Consultant Relations, Pipeline, and Client Reporting
Institutional asset management is a relationship business built on trust, transparency, and a disciplined sales process that can take years from first contact to funded mandate. The firms that consistently win institutional business are not always the ones with the best performance, they are the ones with the right product fit, that maintain the best […]
Investment Management CRM Glossary: 14 Terms Every Firm Should Understand Before Buying
Buying a CRM for an investment management firm is not like buying a CRM for any other industry. The terminology is different, the workflows are different, and the capabilities that matter most are ones that generic CRM vendors rarely discuss, because their platforms were not built to deliver them. When investment management firms evaluate CRM […]
How to Evaluate a CRM for Your Investment Management Firm: 12 Questions to Ask Every Vendor
Choosing a CRM for an investment management firm is a significant decision. The platform will touch every client-facing team in the firm, sales, client service, compliance, operations, and marketing, and it will either accelerate or impede the firm’s ability to manage investor relationships, win new mandates, and deliver the client experience that institutional and high-net-worth […]
GDPR Compliance for Investment Managers: What Your CRM Needs to Handle by Default
The General Data Protection Regulation has been in force since 2018, but many investment management firms continue to manage GDPR obligations through a combination of manual processes, disconnected systems, and spreadsheet-based tracking. As regulatory scrutiny of data handling in financial services has increased, with the ICO issuing significant fines across the financial sector, the risks […]