Future-Proof Your Investment Firm with Scalable CRM Solutions
Evolving market conditions, expanding investment strategies, and growing investor expectations are placing mounting pressure on investment firms to keep operations efficient and scalable. While firm growth presents new opportunities, it also adds layers of complexity to workflows and decision-making processes. To remain competitive and achieve long-term goals, investment managers and financial advisors need to future-proof […]
Upcoming Satuit Webinar: Strategies to Scale Without the Growing Pains
As your asset management firm grows and diversifies, so do the challenges, which is why our team at Satuit is hosting a webinar to talk through how to future-proof your CRM. New funds and strategies mean more complexity. More staff can lead to more communication breakdowns. And investor expectations? They’re higher than ever. If your […]
Case Study: Venator Capital Management
After transitioning from their previous investor portal solution, Venator Capital Management adopted SatuitCRM and has been using the platform for a year, which in turn has successfully enhanced their operational efficiency and client management processes. Download Case Study by Filling Out Our Quick Form
The Cost of Not Having a CRM at Your Investment Firm
Running an investment firm requires precision, strategy, and the right tools to stay competitive. Yet, many firms underestimate the cost savings and efficiency improvements delivered by adopting an industry-specific CRM system. Without one, investment firms risk wasting time, missing opportunities, and even facing compliance issues that can damage their reputation. Below, we explore the hidden […]
Preparing for the Generational Wealth Transfer
The financial landscape is on the brink of a seismic shift, one that wealth managers and financial advisors cannot afford to ignore. Within the next few decades, an estimated $84 trillion will transition from the baby boomers to millennials and Gen Z – an inevitability that’s being dubbed the “great wealth transfer.” This unprecedented flow […]
5 Strategies to Evaluate Your Pipeline in a CRM
Effectively managing your sales pipeline is key to achieving your business development goals. By leveraging your CRM system and implementing strategic evaluations, you can make informed decisions, forecast revenue accurately, and close more deals. Here are 5 essential strategies to ensure your pipeline performs at its best. Download Infographic
How Private Equity Firms Leverage CRM to Maximize ROI
Private equity firms always aim to maximize returns for their investors, but the challenges of managing complex relationships, deal pipelines, and performance metrics can make this difficult. CRM (Customer Relationship Management) systems offer powerful tools that optimize operations, streamline workflows, and enhance data analysis to help private equity firms excel. Specifically, an industry-specific CRM like […]
How CRMs Help Strengthen Investor Relationship Building
Building strong relationships with investors is essential in the investment industry, especially for buy-side firms aiming to drive success over the long term. For these firms, maintaining strong investor relationships not only ensures continued support but also instills confidence for future investments. However, juggling personalized investor interactions while managing pipelines and data can quickly become […]
Why You Need an Industry-Specific CRM in 2025
The buy-side investment landscape is transforming rapidly, demanding that your firm’s CRM software evolve just as quickly to stay ahead. With increasing competition, deeper client expectations, and evolving regulatory frameworks, having the right CRM software solution will be non-negotiable for staying ahead. An industry-specific CRM can simplify workflows, maintain compliance, and address the unique needs […]
How Often Should Your Firm Conduct CRM Assessments?
Customer Relationship Management (CRM) systems are critical to the ongoing success of many investment firms. From buy-side investors and asset managers to portfolio managers navigating complex deal flows, a robust CRM solution can make all the difference. However, merely using a CRM isn’t enough—it’s essential to assess its performance through regular CRM health checks regularly. […]
