Webinar Recap: Improving Your Investor Lifecycle by Tailoring Your CRM
In today’s increasingly competitive investment landscape, firms are under pressure to do more with their CRM than simply manage contacts, they must create seamless, data-driven experiences across the entire investor lifecycle. In this webinar, “Improving Your Investor Lifecycle by Tailoring Your CRM,” we explored how firms can better align their CRM strategy with the Buy-Side […]
Webinar Recap: Building a Culture of CRM – Investor Relations
Creating a successful investor relations strategy requires more than simply implementing a CRM system. It requires building a culture of CRM adoption across the entire organization, from investor relations and business development to operations and leadership. In Satuit’s recent webinar, “Building a Culture of CRM – Investor Relations,” we explored how investment firms can leverage […]
Webinar: Improving your Investor Lifecycle by Tailoring your CRM
What You’ll Learn at This Webinar In this session, we will cover the Buy-Side Client Lifecycle and the Satuit Maturity Model and help you understand how Satuit can be used to enhance your success, decision making and strategy, including: Identify prospects and generate leads with data integrations and enrichment Raising AUM through insights into pipeline […]
Satuit Technologies Releases v18.2: Deeper Insight, Smarter Search, and Faster Daily Workflows
Satuit Release 18.2 builds on the platform’s modernization momentum with meaningful enhancements across Outlook integration, search flexibility, UI efficiency, APIs, and data visibility. Together, these updates help investment management teams reduce friction, work more efficiently, and gain richer insight into their relationships and business data, without disrupting established workflows. Seamless Email Capture with Outlook Integration […]
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 […]
10 Ways SatuitCRM Checks the Boxes for Investors
Asset Managers must manage a range of important activities on a daily basis — from compliance and sales to fundraising, client service, and data clean up. Juggling these responsibilities requires an industry-specific CRM platform that can handle the complexities of the deal lifecycle, ensure compliance, and empower your team across all investor-focused functions. SatuitCRM offers […]
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 […]
Satuit’s Latest Version Release 18.1: Faster Workflows, Smarter Automation, Better Control
Satuit Version 18.1 is officially here and this release focuses on helping your team work faster, reduce repetitive tasks, and capture critical data effortlessly. From click-saving shortcuts to automated contact creation, these enhancements were built to streamline your day-to-day activities so you can stay focused on building strong relationships and driving results. In this release […]
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 […]
Regulatory Compliance in Asset Management
In today’s financial landscape, regulatory compliance is a critical component for firms in the investment and asset management sectors. As regulatory oversight increases and reporting requirements become more stringent, companies must ensure compliance with regulations designed to safeguard clients, protect data, and maintain market integrity. Core Regulations Driving Compliance To understand why compliance is so […]