News
A Recap of SatuitCRM’s Latest Version Release: 18.0
We’re excited to announce the release of SatuitCRM Version 18.0, a significant update that enhances user experience, system performance, and
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 But outdated systems and manual workarounds often
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
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
Why You Need a CRM for Investment Managers
Customer Relationship Management, or CRM, for investment managers provides a centralized platform where it consolidates all investor data, tracks interactions,
New Satuit Interface: Discover What’s in Our 18.0 Release
At Satuit, we’re always listening to our users and working to improve how you experience our platform. That’s why we’re
Watch Our Webinar | Future Proofing Your Firm’s Growing Pains
In this webinar we explore key challenges firms face as they grow and share strategies for building a more agile,
Webinar | Future Proofing Your Firm’s Growing Pains
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Watch Our Webinar | Is Your CRM a Wealth of Untapped Potential?
Watch Jamie Plassmann, General Manager at Satuit Technologies, and Ben Wieber, Consulting Team Lead at Versoft Consulting, team up to