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.
Regulatory Compliance in Asset Management
In today’s financial landscape, regulatory compliance is a critical component for firms in the investment and asset management sectors. As regulatory oversight increases and reporting requirements become more stringent, companies must ensure compliance with regulations designed to safeguard clients, protect data, and maintain market integrity. Core Regulations Driving Compliance To understand why compliance is so […]
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. Join us on December 3, 2025, at 11:00 AM CST, as we dive into how AUM generators can improve visibility, streamline follow-up, and maintain momentum, all by transforming CRM into […]
Why Your Investment Management Firm Needs SatuitCRM in 2026
As competition intensifies and investor expectations evolve, investment management firms face increasing pressure to operate with peak efficiency and precision. And the tools that supported your firm yesterday may not provide the edge needed for tomorrow. For professionals in institutional asset management, private equity, and wealth management, success in 2026 will depend on leveraging technology […]
Webinar Recap: Charting the Course for Tomorrow with Satuit 18.0
Satuit recently hosted an in-depth customer webinar introducing its 18.0 release, a milestone update that modernizes the CRM experience while laying the groundwork for future automation and AI capabilities. The webinar theme, Charting the Course for Tomorrow, captured both the product’s refreshed design and Satuit’s forward-looking roadmap for continued efficiency gains. Why the 18.0 Release […]
Satuit – The CRM for Buy-Side Investors
See how Satuit is a CRM solution built specifically for buy-side asset management, hedge funds, private equity, and real estate-focused funds.