Best Practices for CRM Onboarding
Streamlining investor onboarding is essential for building strong client relationships and staying competitive. The key to success in this area begins with effectively leveraging a client relationship management (CRM) system. A well-executed CRM onboarding process can lead to a number of benefits, many of which involve improved productivity and data accuracy. This blog will explore […]
2024 Recap: Milestones, CRM Updates, & What’s Next
2024 has been a transformative year for Satuit – one that was marked by significant milestones, exciting product updates, and expanded community engagement. Whether you’re a dedicated Satuit user, partner, or part of our wider community, you’ll see the dedication we’ve shown to delivering value and driving growth. Here’s a look back at some of […]
Navigating Niche Investment Strategies with Configurable CRM Solutions
Niche investment firms face unique challenges that go beyond what traditional CRMs can handle. Unlike standard CRM systems designed for broad applications, niche firms require solutions with configurable structures, workflows, and data fields to manage their distinct strategies and client types effectively. A one-size-fits-all CRM often lacks the flexibility to support unique data metrics, compliance […]
A Guide to Investor CRM Integrations
For buy-side asset managers, and other investment finance professionals, maintaining strong and efficient investor relations is paramount. At the heart of this effort is the effective use of CRM integrations. These technologies streamline processes and enhance communication, making them indispensable for core activities like relationship management, sales, client communication, and more. This guide explores the […]
Vendor Management: Best Practices for Streamlining & Optimizing Workflows
The ability to effectively manage vendors in buy-side investment and asset management is critical to maintaining relationships as well as achieving streamlined operations. This process involves selecting and onboarding vendors, negotiating contracts, and monitoring performance and risk. Utilizing industry-specific CRM systems and portfolio management software can significantly elevate these efforts, ensuring efficiency and success in […]
How Hedge Funds Leverage Financial CRMs
Hedge funds rely on Customer Relationship Management (CRM) systems to streamline communication, streamline operations, enhance investor relations, and drive overall efficiency. By centralizing critical information, automating processes, and providing data insights, a good CRM allows hedge funds to build stronger relationships with investors, stay competitive, and scale their operations efficiently. Without an efficient CRM, hedge […]
Secure Data Exchange (SDX)
In the investment and asset management sector, seamless application integration is necessary to maintain and improve client relationships, drive efficiencies, and make informed decisions. Firms that are ahead of the curve consistently align the CRM as their data hub, while creating more automated integration “spokes” to the rest of their application ecosystem. Satuit’s SDX […]
7 Ways SatuitCRM Enhances Consultant Relations in Asset Management
Establishing and maintaining strong relationships with consultants in the asset management realm is essential for firms to grow and succeed in the industry. SatuitCRM emerges as a powerful tool designed to streamline these interactions, offering a comprehensive solution tailored specifically for the buy-side investment industry. Here are seven ways SatuitCRM enhances consultant relations in asset […]
Satuit Webinar Recap: Boosting COO Efficiency by Migrating Non-Traditional Processes into Your CRM
In the recent insightful webinar, Satuit Technologies collaborated with Versoft Consulting to explore the numerous innovative ways a Customer Relationship Management (CRM) system could improve a firm’s operational efficiency outside of typical fundraising and client services use cases. The webinar was presented by Ben Wieber, Consulting Manager for Versoft Consulting and James Plassmann, General Manager […]
Mastering Data Governance: Essential Strategies for CRM in Investment Firms
Implementing effective data governance strategies is crucial for buy-side investors and asset managers to engage in informed decision-making. However, studies show that a staggering 60-73% of data in companies goes unused for strategic purposes. For investment firms relying on Customer Relationship Management (CRM) systems, mastering data governance is not just a best practice—it’s essential. This […]
