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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,
SatuitCRM vs Salesforce: Why Investment Managers Stop Customizing and Start Closing
When an investment management firm decides it is time to upgrade its CRM, Salesforce usually appears on the shortlist. It
Using CRM Insights to Identify Growth Opportunities
For most wealth managers, the next growth opportunity isn’t in a new market or an untapped demographic, it’s already inside
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