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How Better CRM Data Leads to Better Client Conversations in Wealth Management
The best client conversations don’t happen by accident. They happen when an advisor walks into a meeting, or picks up
How Asset Managers Can Strengthen Compliance with Better Data Visibility
Regulatory complexity in asset management has never been greater. From SEC reporting obligations to MiFID II requirements and evolving fiduciary
Should You Invest in a Client Portal?
In 2025, clients expect instant, transparent, and secure access to their information, making an asset management client portal an essential
Why Spreadsheets Are Failing Modern Asset Management Firms
The tool that built your business may now be holding it back. For decades, spreadsheets were the backbone of asset
CRM Metrics Every Asset Management Firm Should Be Tracking
In asset management, relationships are everything. Your ability to win mandates, retain clients, and grow AUM hinges not just on
Why Hedge Funds Choose SatuitCRM
Running a hedge fund has never been more complex. Between managing sophisticated investor relationships, staying ahead of regulatory requirements, and
The Best CRM for Hedge Funds in 2026: A Comparison
Choosing a CRM for your hedge fund isn’t like buying off-the-shelf software. The stakes are higher, investor relationships, regulatory compliance,
Switching CRMs as an Asset Manager: A Step-by-Step Guide
Making the decision to switch CRMs is never taken lightly, especially in asset management, where your CRM is the operational
Watch Our Webinar | Improving Your Investor Lifecycle by Tailoring Your CRM
In this webinar recap, we walk through the Buy-Side Client Lifecycle and Satuit Maturity Model, showing how firms can use