How a 360-Degree Investor View in Your CRM Improves Retention and Referrals
The phrase “360-degree view” gets used a lot in CRM marketing. But for asset management firms, it has a specific and consequential meaning: the ability to see every dimension of your relationship with an investor, every interaction, every commitment, every document, every preference, in a single place, at a moment’s notice. When that view exists, […]
How to Run a CRM Health Check at Your Investment Firm
Most asset management firms implement a CRM and then let it run. What they rarely do is step back and evaluate whether the system is actually working, the data is current, the workflows are still appropriate, and the platform is being used to its full potential. A CRM health check is a structured review that […]
How to Build a CRM-First Culture at Your Asset Management Firm
A CRM is only as good as the data in it. And the data is only as good as the people who put it there. This is the adoption problem, and it’s the reason most CRM implementations at investment firms underperform. The platform is capable. The workflows are configured. The training is complete. And then […]
How Multi-Strategy Firms Use CRM to Manage Investor Relationships Across Funds
Multi-strategy investment firms face a CRM problem that single-strategy managers don’t: every investor may have a different relationship with a different part of the business, and those relationships need to be managed coherently, across funds, strategies, and IR teams, without creating confusion, duplication, or data silos. Some CRMs might be focused primarily for Wealth Managers, […]
SatuitCRM vs Backstop: Which CRM Is Right for Institutional Investors?
If you’re an institutional asset manager, fund of funds, or alternative investor evaluating CRM platforms, Backstop and SatuitCRM are two of the most purpose-built options on the market. Both are designed for the buy side. Both go significantly deeper than Salesforce or HubSpot for investment management use cases. But they serve meaningfully different segments of […]