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.
Is Your CRM Investment Actually Paying Off?
Your CRM should be a growth engine that unifies customer data, simplifies workflows, and accelerates revenue. Instead, for most organizations, it’s become an expensive anchor. With failure rates as high as 30-50%, a poor CRM implementation can be a costly mistake. Most break down due to low user adoption and a lack of quality data, […]
Watch Our Webinar | Satuit Enhanced Interface Webinar
Our team is excited to showcase our new Satuit interface! The updated UX/UI introduces a modernized interface, improved integrations, and foundational updates that pave the way for future enhancements.
Webinar | Satuit Enhanced Interface Webinar
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 team is excited to showcase our new […]
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 But outdated systems and manual workarounds often slow down client communications, reporting, and deal tracking.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 […]