How to Increase Investor CRM Efficiency
The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside from increasing productivity, well-designed CRM software can also improve investor relations, streamline communication, and ultimately drive growth for your firm. How Can CRMs Enhance Productivity? A well-implemented CRM system does […]
Highlights from SatuitCRM’s Q2 Releases
The second quarter of the year has ushered in some exciting updates for Satuit users. With the release of versions 17.4, 17.3, and 17.2, Satuit continues to enhance the user experience and system utility. Let’s delve into the significant enhancements from this past quarter that you need to know about. Release 17.4: Attachment Enhancements and […]
Webinar Recap with Versoft: Is Your CRM a Wealth of Untapped Potential?
Having the right tools can make all the difference in the financial world. This was the core theme of our recent webinar, where Jamie Plassmann, General Manager at Satuit Technologies, and Ben Wieber, Consulting Team Lead at Versoft Consulting, teamed up to uncover the untapped potential of Customer Relationship Management (CRM) systems in the buy-side […]
What Does CRM Success Look Like?
Achieving CRM success requires a broad approach, including customer satisfaction, data management, operational efficiency, sales performance, and business growth. With a CRM system, organizations can build stronger customer relationships, boost revenue, and meet strategic goals. Continuous monitoring and optimization ensure the CRM adapts to business and customer needs. Let’s explore how a robust CRM system […]
Webinar Recap: Using Marketing Automation to Raise AuM – Combining Marketing Automation and CRM
Remaining at the forefront demands leveraging cutting-edge technologies to enhance operations and drive expansion. Asset managers and financial advisors can significantly boost investor engagement and increase Assets under Management (AuM) by seamlessly integrating marketing automation with Customer Relationship Management (CRM) systems. Recently, industry leaders Paul Das, Founder of ProFundCom, and Jaime Plassmann, General Manager of […]
CRM Maturity Model: What It Is & How to Increase Your CRM’s Maturity
Your CRM fuels your firm’s ability to cultivate, manage, and enhance relationships.. With a propensity for customer-centricity, data-driven decision-making, and agile adaptation to market dynamics, a mature CRM culture is increasingly becoming an imperative for the investor relations and asset management sectors. Unveiling the layers of CRM maturity can be the catalyst that propels your […]
Satuit & Dakota Partnership: Enhancing Investor CRM and Sales Opportunities
Satuit Technologies and Dakota, two leaders in investment management tools and insights, have recently announced an innovative new partnership. This collaboration enables a new integrated solution for sales teams targeting the investment community, providing a comprehensive approach to relationship management, sales opportunities, and investor insights. Satuit Technologies is well known within the investment sector for […]
Future Trends in Investor Relations: How CRMs Are Adapting to Change
Rapid advancements in Customer Relationship Management (CRM) systems are setting the stage for a new paradigm in investor relations. These evolving technologies promise to enhance transparency, increase efficiency, and forge more robust, more personalized connections between investors and their clients. As more and more insights emerge, the adoption of industry-specific CRMs in IR could very […]
Satuit Technologies Now Integrates with Pipedream to Optimize CRM Functionality for Investment Professionals
This latest enhancement to the Satuit CRM platform enables greater integration capabilities and efficient data management. In a new development for buy-side investors, asset managers, private equity firms, and fundraising professionals, Satuit Technologies, a leader in CRM software tailored for the investment sector, has just announced a new integration with the renowned Pipedream platform. This […]
Satuit Announces New Integration with Renowned Automation Platform, Zapier
In a move designed to harness the power of automation and systems interoperability, Satuit now offers seamless integration with Zapier, a leading automation platform that connects to over 6,000 applications. This new integration option empowers Satuit users by providing them with the tools to create customized workflows without the need for additional coding or extensive […]
