Webinar: Improving your Investor Lifecycle by Tailoring your CRM
What You’ll Learn at This Webinar In this session, we will cover the Buy-Side Client Lifecycle and the Satuit Maturity Model and help you understand how Satuit can be used to enhance your success, decision making and strategy, including: Identify prospects and generate leads with data integrations and enrichment Raising AUM through insights into pipeline […]
Satuit Technologies Releases v18.2: Deeper Insight, Smarter Search, and Faster Daily Workflows
Satuit Release 18.2 builds on the platform’s modernization momentum with meaningful enhancements across Outlook integration, search flexibility, UI efficiency, APIs, and data visibility. Together, these updates help investment management teams reduce friction, work more efficiently, and gain richer insight into their relationships and business data, without disrupting established workflows. Seamless Email Capture with Outlook Integration […]
Satuit Named Top 10 Private Equity CRM Solutions By Muddy River News
Read the guide for 10 Best Private Equity CRM Solutions for 2026: https://muddyrivernews.com/business/10-best-private-equity-crm-solutions-for-2026/20260212090837/
Investment Firm Growth: What Breaks First and How a CRM Helps
Success brings its own set of problems. You start with a small team, a manageable portfolio, and a clear mission. The strategy works; assets under management increase, the team expands, and suddenly, the systems that worked seamlessly for a boutique operation start to grind against the weight of a scaling enterprise. Growth in investment management […]
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 […]