Book A Demo
Contact Us

Author: Chloe Williams

Webinar | Satuit Building a Culture of CRM – Investor Relations

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 This session is a continuation of our series, […]

Watch Our Webinar | Satuit Building a Culture of CRM – Investor Relations

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 drive measurable operational impact with SatuitCRM.https://youtu.be/wkqmkX4QyYQ

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 […]

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 […]