The Best CRM for Family Offices in 2026: Single-Family vs. Multi-Family Needs
Family offices run some of the most complex investor relationships in the industry, and most CRM platforms weren’t built for them. Here’s how to find the right fit, whether you’re managing one family or many. Why CRM for Family Offices Is a Distinct Problem Family offices occupy a unique position in the investment management landscape. […]
5 Signs Your Asset Management Firm Has Outgrown Its Current CRM
Most investment firms don’t realize they’ve outgrown their CRM until the problems are serious. These five warning signs tell you it’s time to upgrade before the damage is done. How Asset Managers Outgrow Their CRM CRM needs change as a firm grows. A spreadsheet-based system that works well at launch becomes a liability at scale. […]
How to Evaluate a CRM for Your Investment Management Firm: 12 Questions to Ask Every Vendor
Choosing a CRM for an investment management firm is a significant decision. The platform will touch every client-facing team in the firm, sales, client service, compliance, operations, and marketing, and it will either accelerate or impede the firm’s ability to manage investor relationships, win new mandates, and deliver the client experience that institutional and high-net-worth […]
SatuitCRM vs Salesforce: Why Investment Managers Stop Customizing and Start Closing
When an investment management firm decides it is time to upgrade its CRM, Salesforce usually appears on the shortlist. It is the world’s most recognized CRM platform, and for good reason, it has a vast partner ecosystem, extensive marketing muscle, and a proven track record across hundreds of industries. But investment management is not “hundreds […]
How Asset Managers Can Strengthen Compliance with Better Data Visibility
Regulatory complexity in asset management has never been greater. From SEC reporting obligations to MiFID II requirements and evolving fiduciary standards, compliance teams are under constant pressure to demonstrate that every client interaction, investment decision, and communication meets regulatory standards. Yet many firms still rely on fragmented data spread across spreadsheets, email inboxes, and siloed […]
CRM Metrics Every Asset Management Firm Should Be Tracking
In asset management, relationships are everything. Your ability to win mandates, retain clients, and grow AUM hinges not just on investment performance, but on how effectively your team manages the people and processes behind the portfolio. That’s where your CRM becomes one of your most powerful tools. But a CRM is only as valuable as […]
Why Hedge Funds Choose SatuitCRM
Running a hedge fund has never been more complex. Between managing sophisticated investor relationships, staying ahead of regulatory requirements, and competing for capital in an increasingly crowded market, fund managers need every operational advantage they can get. Yet many hedge funds still rely on generic CRM tools built for sales teams selling software subscriptions, not […]
Investment Firm Growth: What Breaks First and How a CRM Helps
Success brings its own set of problems. You start with a small team, a manageable portfolio, and a clear mission. The strategy works; assets under management increase, the team expands, and suddenly, the systems that worked seamlessly for a boutique operation start to grind against the weight of a scaling enterprise. Growth in investment management […]
Why Most CRMs Fail Financial Advisors and How to Fix the Gaps
Most investment firms already have a CRM. Yet advisors continue managing relationships through spreadsheets, email, and manual processes. Between 50% and 70% of CRM implementations fail to deliver their intended results, with poor user adoption as the leading cause. Generic systems built for sales teams don’t account for the complexity of investment management. Advisors juggle […]
2025 Recap: Growth, Innovation, and a Clear Vision for Satuit’s Future
As 2025 comes to a close, we’re reflecting on a year defined by expansion, modernization, and deep collaboration with our customers. Satuit continued to advance both product innovation and client success, shaping the future of CRM for investment professionals. Here’s a look back at our biggest wins, key accomplishments, and what’s ahead for 2026. Biggest […]