Webinar | Future Proofing Your Firm’s Growing Pains
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required) Direct Line Consent(Required) I agree to the privacy policy. We won’t send you any emails other than the Whitepaper requested. For further details, review our Privacy Policy In this webinar, we explore key challenges firms […]
CRM Scalability Checklist
Scaling smart is about laying the groundwork for long-term success. It’s not just about adding tools or hiring more people. It’s about creating a structure that supports sustainable growth, operational efficiency, cleaner data, and better decision-making. At Satuit, we recommend focusing on three essential areas: People, Pipelines, and Processes. Use this checklist to evaluate how […]
Webinar Recap: Scaling Smart Strategies to Future Proof Your CRM
Growing a business is exciting, but asset management firms know that scaling up comes with its own set of challenges. The “Scaling Smart Strategies to Future Proof Your CRM” webinar hosted by our team at Satuit discussed how firms can stay ahead of growth without hitting roadblocks like inefficient processes, poor data management, and rigid […]
The Investment Manager’s Guide to CRM Assessment
Is your client relationship management (CRM) system helping your investment firm grow, or is it just another expensive tool your team reluctantly uses? For investment professionals, wealth managers, and financial advisors, a CRM is a lever that can deepen client relationships, optimize business processes, and drive asset growth. Yet, many wealth management firms are left […]
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