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 […]
5 Essential Strategies to Evaluate Your Pipeline in a CRM
Effectively managing your pipeline helps you stay on top of your business development goals. A well-evaluated pipeline can help you make informed decisions, forecast revenue more accurately, and ultimately close more deals. Leveraging your CRM (Customer Relationship Management) system to evaluate and optimize your pipeline is transformative to CRM success and overall business success. Below, […]
Mastering Task Management with an Buy-SideCRM
Efficient task management is the cornerstone of success in the realm of investment and asset management. Giving you the ability to simplify workflows, ensure the timely completion of tasks, and automate routine operations can significantly boost productivity and drive better outcomes. With a tailored CRM, task management has become more streamlined and effective, offering powerful […]
A Recap of SatuitCRM’s Latest Version Release: 17.5
As investors’ and asset managers’ needs constantly evolve, SatuitCRM strives to keep pace and continue to deliver optimal CRM solutions. In line with this goal, SatuitCRM recently released its latest version, 17.5, which includes several new features and enhancements. SatuitCRM has long been a trusted name in the industry, and its latest version, 17.5, continues […]
