News
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A relationship manager pulls up a client record before a critical call to find 47 custom fields, three outdated addresses,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
2025 Recap: Growth, Innovation, and a Clear Vision for Satuit’s Future
As 2025 comes to a close, we’re reflecting on a year defined by expansion, modernization, and deep collaboration with our
Webinar Recap: Building a Culture of CRM for AUM Generators
Our team recently hosted a webinar session focused on a key theme for asset managers today: how to transform CRM
Webinar | Building a Culture of CRM for AUM Generators
Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and
Watch Our Webinar | Building a Culture of CRM for AUM Generators
Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and
Regulatory Compliance in Asset Management
In today’s financial landscape, regulatory compliance is a critical component for firms in the investment and asset management sectors. As
Webinar: Building a Culture of CRM for AUM Generators
Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and