Institutional Asset Management CRM Software
Tailored CRM Software for Institutional Investors and Asset Managers
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Intuitive CRM Features Designed for Institutional Asset Management
Satuit’s institutional asset management CRM software is engineered to serve the varying needs of institutional asset managers. Offering an intuitive solution for managing complex relationships and identifying lucrative sales opportunities, Satuit’s CRM solutions provide a comprehensive platform to streamline activities and enhance client engagement.
Manage Complex Relationships
Personalized Dashboard
Build a custom home page to display readily accessible information tailored to your specific requirements.
Bolster Sales
Efficiently manage the intricate details of client relationships and historical account information, and identify lucrative sales opportunities.
Relationship History
Seamlessly track contacts, interactions, and relationship history for all your clients, investment consultants, and prospects.
Sales Pipeline
Manage each stage of the sales pipeline from the first touchpoint to funding while leveraging robust reporting insights and dashboards.
Marketing Integration
Streamline mass mail, marketing campaigns, events, and calendar management.
Comprehensive Tracking Capabilities
Central Repository for Client Communication
Email & Document Capture
Capture emails, documents, and correspondence in a central repository for easy access and tracking.
Sales force Automation
Utilize intuitive sales force automation to monitor clients, prospects, interactions, and activities.
Third-Party Integration
Import data from industry-standard accounting software and third-party sources like Dakota Marketplace, FinSearches, or Pitchbook.
Portfolio Accounting
Seamlessly integrate and manage portfolio accounting information and ensure fewer errors and greater data accuracy.
Secure Data Exchange (SatuitSDX)
Download Our Institutional Asset Management Brochure
Asset Managers & Investors Realize Several Benefits with SatuitCRM
Streamlined Sales Pipeline Management
Effortlessly monitor your institutional sales pipeline from the initial query to funding. Our management reporting and dashboards enable quick implementation, eliminating the need for technical consultants.
Enhanced Client and Consultant Management
Asset managers can easily manage and maintain records of complex institutional clients and consultants, allowing them to stay on top of all interactions and relationship histories.
Eliminate Data Silos
Break down data silos with our CRM software that focuses on relationship management rather than just contact management. Now, you can collaborate effectively on complex institutional investment strategies and achieve a consistent view of your client data.
Opportunity Identification
Identify opportunities and connections between prospects and clients with ease, allowing for proactive engagement and better relationship building.
Accurate and Streamlined Data Handling
Asset managers can ensure data accuracy and streamline handling with Satuit's SDX, which supports third-party importing capabilities from industry-standard portfolio accounting software.
Why Asset Managers Choose Satuit CRM
Satuit’s institutional asset management CRM software stands out for its comprehensive feature set explicitly tailored for institutional investors and asset managers. With a deep focus on relationship management, seamless data integration, and an intuitive user interface, SatuitCRM ensures that you can efficiently manage your assets and client relationships in a centralized location.
Contact Satuit for Enhanced Relationship Management
Request a demo today from the Satuit team and explore the benefits of a CRM solution tailored for institutional asset managers.
