News
Webinar: Improving your Investor Lifecycle by Tailoring your CRM
What You’ll Learn at This Webinar In this session, we will cover the Buy-Side Client Lifecycle and the Satuit Maturity
Satuit Technologies Releases v18.2: Deeper Insight, Smarter Search, and Faster Daily Workflows
Satuit Release 18.2 builds on the platform’s modernization momentum with meaningful enhancements across Outlook integration, search flexibility, UI efficiency, APIs,
Satuit Named Top 10 Private Equity CRM Solutions By Muddy River News
Read the guide for 10 Best Private Equity CRM Solutions for 2026: https://muddyrivernews.com/business/10-best-private-equity-crm-solutions-for-2026/20260212090837/
Investment Firm Growth: What Breaks First and How a CRM Helps
Success brings its own set of problems. You start with a small team, a manageable portfolio, and a clear mission.
10 Ways SatuitCRM Checks the Boxes for Investors
Asset Managers must manage a range of important activities on a daily basis — from compliance and sales to fundraising,
Webinar: Building a Culture of CRM – Investor Relations
Satuit Technologies invites you to a strategic webinar designed to help investment relations professionals unlock the full strategic potential of
Why Most CRMs Fail Financial Advisors and How to Fix the Gaps
Most investment firms already have a CRM. Yet advisors continue managing relationships through spreadsheets, email, and manual processes. Between 50%
How Too Much Data Can Harm Your CRM
A relationship manager pulls up a client record before a critical call to find 47 custom fields, three outdated addresses,
Satuit’s Latest Version Release 18.1: Faster Workflows, Smarter Automation, Better Control
Satuit Version 18.1 is officially here and this release focuses on helping your team work faster, reduce repetitive tasks, and