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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
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required)
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
Watch Our Webinar | Promoting the CRM to the COO
Improve visibility, accountability, and efficiency by migrating non-traditional processes into your CRM.
Webinar | Promoting the CRM to the COO
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required)