News
AUM Growth and Technology: How Fast-Growing Funds Scale Their Investor Operations
Growing your AUM is the goal, but growth creates operational complexity that can undermine the investor relationships that drove the
5 Signs Your Asset Management Firm Has Outgrown Its Current CRM
Most investment firms don’t realize they’ve outgrown their CRM until the problems are serious. These five warning signs tell you
SatuitCRM vs Microsoft Dynamics for Investment Managers
Microsoft Dynamics 365 is a serious enterprise platform. It integrates deeply with the Microsoft ecosystem, Teams, Outlook, SharePoint, Azure, and
CRM for Institutional Asset Managers: Managing Consultant Relations, Pipeline, and Client Reporting
Institutional asset management is a relationship business built on trust, transparency, and a disciplined sales process that can take years
Investment Management CRM Glossary: 14 Terms Every Firm Should Understand Before Buying
Buying a CRM for an investment management firm is not like buying a CRM for any other industry. The terminology
How to Evaluate a CRM for Your Investment Management Firm: 12 Questions to Ask Every Vendor
Choosing a CRM for an investment management firm is a significant decision. The platform will touch every client-facing team in
GDPR Compliance for Investment Managers: What Your CRM Needs to Handle by Default
The General Data Protection Regulation has been in force since 2018, but many investment management firms continue to manage GDPR
Improve Your Investor Lifecycle by Tailoring Your CRM
For buy-side investment management firms, a CRM platform is only as powerful as the processes, configurations, and integrations built around
CRM for Private Equity: How PE Firms Manage LP Relationships, Deal Flow, and Fundraising in One Platform
Private equity firms operate at a unique intersection of complexity. On one side, they are investment organizations that must source,