Watch Our Webinar | Is Your CRM a Wealth of Untapped Potential?
Watch Jamie Plassmann, General Manager at Satuit Technologies, and Ben Wieber, Consulting Team Lead at Versoft Consulting, team up to uncover the untapped potential of Customer Relationship Management (CRM) systems in the buy-side financial industry.
Watch Our Webinar | Promoting the CRM to the COO
Improve visibility, accountability, and efficiency by migrating non-traditional processes into your CRM.
Webinar | Promoting the CRM to the COO
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required) Direct Line Consent(Required) I agree to the privacy policy. We won’t send you any emails other than the Whitepaper requested. For further details, review our Privacy Policy Improve visibility, accountability, and efficiency by migrating non-traditional […]
Infographic: Promote Your CRM to the COO
What are the common areas where teams often fall short in leveraging their CRM fully? Satuit’s CRM solutions go far beyond a simple CRM. Use it for more than lead tracking and basic reporting. Our CRM can ease the workload of HR, Operations, and much more. A few areas included: Operational Tasks Document Approvals Data […]
CRM Software for Wealth Management Firms
Satuit’s CRM is designed to streamline operations and elevate client service. Whether managing relationships with individuals, families, households, or trusts, our CRM software simplifies the process, helping you acquire new clients while maintaining and nurturing existing ones. Download Asset
Satuit + Dakota Partnership Brochure
Satuit and Dakota’s partnership provides a new integrated solution for sales teams targeting the investment sector. Learn how It offers a comprehensive approach to relationship management, sales opportunities, and investor insights while expanding Satuit’s functionality and granting access to vital market insights. Download Asset
CRM Software for Private Equity Firms
Satuit Technologies offers an award-winning cloud-based and mobile CRM for investors of private equity firms to simplify the fundraising pipeline and manage their General and Limited Partner relationships. Download our brochure to learn more. Download Asset
CRM Software for Fund Distributions
Satuit’s CRM software for fund distributions is specifically designed to optimize the efforts of fund distribution teams. Download our brochure to learn how to arm your fund distribution with a powerful tool kit to increase their marketing and selling efforts. Download Asset
CRM Software for Family Offices
Single and multiple family offices can equip themselves with a comprehensive software platform by SatuitCRM. Download the brochure to find out how family offices can view reports and documents securely and efficiently. Download Asset
CRM Software for Hedge Funds
SatuitCRM enables a tailored experience to the unique needs of hedge fund managers. Download our brochure to learn how your hedge fund can see customization of your firm’s unique investor pipeline management and onboarding processes. Download Asset
