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What Satuit Agent Means for IR Teams: How AI Inside the CRM Changes Daily Workflows
When Satuit Technologies released SatuitCRM v18.4 and introduced Satuit Agent, the announcement described it as an AI assistant inside the
SatuitCRA: How Client Reporting Automation Benefits Investment Management Firms
Client reporting in investment management is one of the highest-effort, most error-prone processes that operations and IR teams manage. Producing
How SatuitCRM Supports Multi-Fund Firms Managing Investor Relationships Across Strategies
Multi-fund investment management firms operate with a complexity that single-strategy managers do not face. The same institutional LP may be
SatuitCRM’s Role-Based Access Controls: Who Sees What and Why It Matters
Data security and access control in investment management CRM are not IT considerations separated from the IR team’s daily workflow.
SatuitCRM’s Pipeline Stages: How to Configure Them for Your Capital Raising Process
The pipeline is the operational center of any capital raising program. It is where the IR team tracks which investors
How SatuitCRM Handles Contact and Entity Hierarchy for Complex Investor Structures
One of the clearest differences between a CRM built for investment management and a CRM built for commercial sales is
How SatuitCRM’s Secure Data Exchange Connects to Your Fund Operations Stack
Investment management firms operate across a technology stack that includes portfolio accounting systems, fund administration platforms, data enrichment providers, marketing
How to Use CRM to Manage the Capital Call and Distribution Notification Process
Capital calls and distributions are among the most operationally sensitive communications that investment management firms send to LPs. They are
What the Next Generation of Buy-Side CRM Will Look Like
The buy-side CRM category is in the middle of its most significant transformation since the shift from on-premise client-server systems