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What CRM Data Should You Track for Every Investor Relationship
Most investment management firms that implement a CRM do a solid job of capturing the basics: contact names, email addresses,
How Buy-Side Firms Are Using CRM Data to Improve Retention, Not Just Acquisition
Most conversations about CRM in investment management focus on the front of the funnel: finding prospects, building pipeline, closing capital.
The Business Development Features That Make SatuitCRM Built for the Buy Side
Business development in investment management does not look like business development in most industries. The sales cycles are long, the
The Buy-Side CRM Guide
How purpose-built CRM software for institutional asset managers, private equity firms, hedge funds, family offices, fund distribution teams, and wealth
How to Use CRM Automations to Save 5 Hours a Week
If you work in wealth management, private equity, or asset management, you already know that your time is best spent
SatuitCRM vs Salesforce Financial Services Cloud: Why Purpose-Built Beats Configured
When a wealth management firm, asset manager, or fund administrator starts shopping for a CRM, Salesforce is almost always on
What Is a CRM and Do You Actually Need One?
CRM is one of those acronyms that gets thrown around constantly in business software conversations, often without a clear explanation
What Is Client Reporting Automation and Who Needs It?
Generating client reports is one of the most important things a financial services firm does, and in many firms, it
Business Development Features SatuitCRM Offers
Business development in financial services is relationship-driven by nature. The best firms win new clients not by outspending competitors on