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. […]
Start the Year Strong with Satuit CRM
Free CRM Assessment for Buy-Side Investors in Q1 2025 We’re excited to kick off 2025 with a special offer tailored to buy-side investors. From hedge funds and institutional asset managers to private equity and real estate investors, Satuit is dedicated to helping you drive effective relationship management, deal flow, pipeline management, compliance, and more. To […]
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 […]
