Webinar | Building a Culture of CRM for AUM Generators
Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and better collaboration across your firm.https://www.youtube.com/watch?v=qiT9AW7DDbY
Watch Our Webinar | Building a Culture of CRM for AUM Generators
Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and better collaboration across your firm.https://www.youtube.com/watch?v=qiT9AW7DDbY
Satuit – The CRM for Buy-Side Investors
https://www.youtube.com/watch?v=oaefGMmbHqkSee how Satuit is a CRM solution built specifically for buy-side asset management, hedge funds, private equity, and real estate-focused funds.
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
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. https://youtu.be/VCxDnbPaK4s?si=2W7GAdWZLoHiUMHp
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
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 […]
New Satuit Interface: Discover What’s in Our 18.0 Release
At Satuit, we’re always listening to our users and working to improve how you experience our platform. That’s why we’re excited to announce that Satuit 18.0 is coming later this summer and it’s our most user-focused release yet. As the needs of your firm evolve, so should the tools you rely on. That’s why we’re […]