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Author: Chloe Williams

SatuitCRM vs Salesforce: Why investment managers stop customizing and start closing

Salesforce ships with generic objects, Leads, Contacts, and Accounts, built for any industry. For investment managers, that means someone has to build LP relationships, AML/KYC compliance, consultant product ratings, and institutional reporting before a single rep can log a meeting. That work takes months and costs more than the license itself. SatuitCRM is built for […]

4 Growth Opportunity Categories Hidden in Your CRM

Most buy-side professionals are sitting on untapped growth, and don’t realize it. The clients, prospects, and relationships you need to grow are already in your CRM; you just need the right framework to find them. Here are 4 growth opportunities that are hidden in your CRM that you need to take advantage of.  Download Infographic

7 CRM Metrics Every Asset Management Firm Should Be Tracking

Your CRM is only as valuable as the insights you pull from it. Too many firms treat it as a contact database, missing the opportunity to use it as a strategic engine for growth. Here are the eight metrics that turn your CRM into a roadmap for better decisions. Here are 7 CRM metrics everyone […]

Improve Your Investor Lifecycle by Tailoring Your CRM

For buy-side investment management firms, a CRM platform is only as powerful as the processes, configurations, and integrations built around it. While most firms adopt a CRM to manage contacts and log activities, very few leverage the full spectrum of capabilities that a well-tailored system can provide, from intelligent prospect identification through seamless investor onboarding […]

Watch Our Webinar | Improving Your Investor Lifecycle by Tailoring Your CRM

In this webinar recap, we walk through the Buy-Side Client Lifecycle and Satuit Maturity Model, showing how firms can use CRM to generate leads, increase AUM through pipeline insights, streamline onboarding, improve collaboration across teams, and optimize workflows for long-term scalability. Discover how Satuit helps ensure continuity across the entire investor lifecycle—from prospecting to ongoing […]

Webinar | Improving Your Investor Lifecycle by Tailoring Your CRM

In this webinar, we walk through the Buy-Side Client Lifecycle and Satuit Maturity Model, showing how firms can use CRM to generate leads, increase AUM through pipeline insights, streamline onboarding, improve collaboration across teams, and optimize workflows for long-term scalability.https://www.youtube.com/watch?v=ymjBieEceJ0

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

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

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 the Case Study