State of the Buy-Side CRM

November 8, 2026

A curated look at the year’s most important published research on AI adoption, compliance, and LP reporting demands across institutional asset management, private equity, hedge funds, family offices, wealth management, and fund distribution, with Satuit’s take on what it means for your CRM decisions heading into 2027. Built from third-party industry research, properly cited throughout; Satuit did not field its own survey for this report.