How to Increase Investor CRM Efficiency
The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside from increasing productivity, well-designed CRM software can also improve investor relations, streamline communication, and ultimately drive growth for your firm. How Can CRMs Enhance Productivity? A well-implemented CRM system does […]
Highlights from SatuitCRM’s Q2 Releases
The second quarter of the year has ushered in some exciting updates for Satuit users. With the release of versions 17.4, 17.3, and 17.2, Satuit continues to enhance the user experience and system utility. Let’s delve into the significant enhancements from this past quarter that you need to know about. Release 17.4: Attachment Enhancements and […]
Webinar Recap with Versoft: Is Your CRM a Wealth of Untapped Potential?
Having the right tools can make all the difference in the financial world. This was the core theme of our recent webinar, where Jamie Plassmann, General Manager at Satuit Technologies, and Ben Wieber, Consulting Team Lead at Versoft Consulting, teamed up to uncover the untapped potential of Customer Relationship Management (CRM) systems in the buy-side […]
