6 Best Practices for CRM in Asset Management
A CRM can be a performance driver or a productivity drain. For asset and wealth managers, success comes down to how well the CRM fits your workflows, integrates with your systems, and supports your team. Here are six best practices top firms use with SatuitCRM: Download Infographic
A Recap of SatuitCRM’s Latest Version Release: 18.0
We’re excited to announce the release of SatuitCRM Version 18.0, a significant update that enhances user experience, system performance, and scalability. This release focused heavily on our UX/UI, introducing a modernized interface, improved integrations, and foundational updates that pave the way for future enhancements. Modernized User Interface Version 18.0 brings a complete overhaul of SatuitCRM’s […]
How Satuit Saves Time for Investment Managers
In the fast-paced world of investment management, time is your most valuable asset. But outdated systems and manual workarounds often slow down client communications, reporting, and deal tracking. Satuit is widely considered the best CRM platform and investment CRM software for investment teams looking to reduce manual work and improve transparency. Designed specifically for investment […]
6 Best Practices for CRM in Asset Management
CRM software can either be a powerful driver of operational efficiency and relationship success or a clunky sales tool that adds friction to your workflows. For asset and wealth managers, choosing the right CRM for asset management, as well as how the investment CRM software is implemented and used, makes all the difference. A CRM […]
Satuit Latest Webinar: See Our Updates in Our 18.0 Release
To celebrate the launch of our latest 18.0 release, we’re hosting a special webinar to give you a firsthand look at everything that’s new. This release focuses on our interface, giving our CRM a fresh new look for users. Webinar Details A Fresh Look: Introducing Satuit’s New Interface and UX/UI EnhancementsDate: Sep 24, 2025 | […]
Why You Need a CRM for Investment Managers
Customer Relationship Management, or CRM, for investment managers provides a centralized platform where it consolidates all investor data, tracks interactions, and visualizes data to build stronger investor relationships, improving operational efficiency and transparency. Statistics show that businesses that utilize a CRM system have seen a nearly 30% increase in both sales and client retention. In […]
New Satuit Interface: Discover What’s in Our 18.0 Release
At Satuit, we’re always listening to our users and working to improve how you experience our platform. That’s why we’re excited to announce that Satuit 18.0 is coming later this summer and it’s our most user-focused release yet. As the needs of your firm evolve, so should the tools you rely on. That’s why we’re […]
Using a CRM to Manage Investor Relationships
In a world where trust, transparency, and performance are everything, investor relations (IR) directly shape your firm’s credibility and capital. For buy-side teams, managing these relationships requires precision, continuity, and insight. To accomplish this, your firm will need more than generalized software. SatuitCRM is purpose-built to meet this challenge. Designed specifically for asset managers, hedge […]
How CRM Systems Protect Client Data
No organization is immune to cyber risk. From government bodies to global brands, data breaches have become a regular fixture in the news. These incidents are cautionary tales for any industry that handles sensitive information, especially those entrusted with financial data. For buy-side financial firms, the threat is even more pointed. Clients rely on you […]
Watch Our Webinar | Future Proofing Your Firm’s Growing Pains
In this webinar we explore key challenges firms face as they grow and share strategies for building a more agile, scalable foundation. You’ll learn how to: Eliminate inefficiencies caused by legacy systems Centralize data for better decision-making Streamline compliance and client interactions Stay flexible as investment strategies and regulations evolve If your firm is […]