News
SatuitCRM’s Search and Filter Tools: Finding the Right Investor Record Fast
The operational value of a CRM depends in part on how quickly team members can get from needing information to
AI-Powered Contact Enrichment in CRM: What It Does and Why It Matters for IR Teams
Data quality is the single most important determinant of CRM value in investment management. A platform with excellent pipeline management
Satuit’s MCP/AI Layer Is Ready: Here’s What’s Coming
We’re excited to bring AI into the Satuit solution. Satuit Agent, a new AI assistant built into SatuitCRM, is powered
Satuit Technologies Releases v18.4: Meet Satuit Agent, Your AI Assistant Inside the CRM
Satuit Release 18.4 marks a turning point for the platform with the introduction of Satuit Agent, a conversational AI assistant
SatuitCRM vs Wealthbox: Why Independent Advisors Moving Into Institutional Markets Need a Different CRM
Wealthbox has earned its reputation as one of the most advisor-friendly CRM platforms in the wealth management market. The platform
The CRM Adoption Playbook: Getting Your Whole Team Using the System Consistently
Every investment management firm that has implemented a CRM has also experienced the adoption problem in some form. The platform
SatuitCRM’s Document Management Features: Storing, Organizing, and Delivering Fund Materials
Document management in investment management firms is more operationally complex than it appears from the outside. The documents that IR
SatuitCRM’s Task and Activity Management: How IR Teams Stay Accountable at Scale
Managing investor relationships at scale is fundamentally an accountability problem. The IR professional managing 80 active relationships and 40 active
The Benefits of the SatuitSIP Investor Portal: What It Does for Your LPs and Your Team
The investor portal has become one of the most visible components of the investor experience in institutional asset management. LPs