News
How Multi-Strategy Firms Use CRM to Manage Investor Relationships Across Funds
Multi-strategy investment firms face a CRM problem that single-strategy managers don’t: every investor may have a different relationship with a
SatuitCRM vs Backstop: Which CRM Is Right for Institutional Investors?
If you’re an institutional asset manager, fund of funds, or alternative investor evaluating CRM platforms, Backstop and SatuitCRM are two
SatuitCRM vs HubSpot: Why Generic CRMs Fall Short for Asset Managers
Asset management firms that try to use HubSpot often find themselves spending more time configuring the tool than using it,
The Best CRM for Family Offices in 2026: Single-Family vs. Multi-Family Needs
Family offices run some of the most complex investor relationships in the industry, and most CRM platforms weren’t built for
How to Build a CRM Business Case for Your Investment Firm’s Leadership Team
You know your firm needs a better CRM. Now you need to convince your CIO, COO, or investment committee. Here’s
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