10 Ways SatuitCRM Checks the Boxes for Investors
Asset Managers must manage a range of important activities on a daily basis — from compliance and sales to fundraising, client service, and data clean up. Juggling these responsibilities requires an industry-specific CRM platform that can handle the complexities of the deal lifecycle, ensure compliance, and empower your team across all investor-focused functions. SatuitCRM offers […]
Webinar: Building a Culture of CRM – Investor Relations
Satuit Technologies invites you to a strategic webinar designed to help investment relations professionals unlock the full strategic potential of their CRM workflows. This session is a continuation of our series, Building a Culture of CRM, which explores practical strategies that go beyond data entry. We’ll discuss how to streamline processes, improve cross-team collaboration, and […]
Why Most CRMs Fail Financial Advisors and How to Fix the Gaps
Most investment firms already have a CRM. Yet advisors continue managing relationships through spreadsheets, email, and manual processes. Between 50% and 70% of CRM implementations fail to deliver their intended results, with poor user adoption as the leading cause. Generic systems built for sales teams don’t account for the complexity of investment management. Advisors juggle […]
How Too Much Data Can Harm Your CRM
A relationship manager pulls up a client record before a critical call to find 47 custom fields, three outdated addresses, and notes from years ago about a product that no longer exists. The call starts in two minutes. They’re still scrolling. This is the hidden cost of CRM data bloat, and more than one-third of […]
Case Study: Gateway Investment Advisers
Discover how Gateway Investment Advisers enhanced compliance, streamlined operations, and built a foundation for future success with Satuit’s scalable CRM platform for investors. Download Case Study by Filling Out Our Quick Form
Satuit’s Latest Version Release 18.1: Faster Workflows, Smarter Automation, Better Control
Satuit Version 18.1 is officially here and this release focuses on helping your team work faster, reduce repetitive tasks, and capture critical data effortlessly. From click-saving shortcuts to automated contact creation, these enhancements were built to streamline your day-to-day activities so you can stay focused on building strong relationships and driving results. In this release […]
2025 Recap: Growth, Innovation, and a Clear Vision for Satuit’s Future
As 2025 comes to a close, we’re reflecting on a year defined by expansion, modernization, and deep collaboration with our customers. Satuit continued to advance both product innovation and client success, shaping the future of CRM for investment professionals. Here’s a look back at our biggest wins, key accomplishments, and what’s ahead for 2026. Biggest […]
Webinar Recap: Building a Culture of CRM for AUM Generators
Our team recently hosted a webinar session focused on a key theme for asset managers today: how to transform CRM from a passive contact repository into a strategic driver of Assets under Management (AUM). In our webinar, Building a Culture of CRM for AUM Generators, we explored how firms can unlock a CRM’s full potential […]
Webinar | Building a Culture of CRM for AUM Generators
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 Our Building a Culture of CRM webinar series […]
Watch Our Webinar | Building a Culture of CRM for AUM Generators
Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and better collaboration across your firm.