Author: Lisa Quevillon

Lisa Quevillon is a Client Services professional at Satuit Technologies, where she has dedicated nearly a decade to helping investment management firms get the most out of their CRM and investor portal solutions. With deep institutional knowledge of Satuit's platform and a genuine commitment to client success, Lisa serves as a trusted resource for firms navigating implementation, workflow optimization, and ongoing support. Her long tenure at Satuit reflects her passion for building strong client relationships and ensuring that every firm she works with has the tools and guidance needed to thrive. Outside of the office, Lisa enjoys staying active — whether she's out on a bike ride, hitting the trails for a hike, or taking her dog for a walk along the beach.

Switching CRMs as an Asset Manager: A Step-by-Step Guide

Making the decision to switch CRMs is never taken lightly, especially in asset management, where your CRM is the operational backbone of your investor relationships, sales pipeline, and compliance workflows. Whether your current system is too generic, too cumbersome, or simply no longer keeping pace with your firm’s growth, the right move to a purpose-built […]

Webinar: Building a Culture of CRM – Investor Relations

Satuit Technologies invites you to a strategic webinar designed to help investment relations professionals unlock the full strategic potential of their CRM workflows. This session is a continuation of our series, Building a Culture of CRM, which explores practical strategies that go beyond data entry. We’ll discuss how to streamline processes, improve cross-team collaboration, and […]

How Too Much Data Can Harm Your CRM

A relationship manager pulls up a client record before a critical call to find 47 custom fields, three outdated addresses, and notes from years ago about a product that no longer exists. The call starts in two minutes. They’re still scrolling. This is the hidden cost of CRM data bloat, and more than one-third of […]

Webinar Recap: Building a Culture of CRM for AUM Generators

Our team recently hosted a webinar session focused on a key theme for asset managers today: how to transform CRM from a passive contact repository into a strategic driver of Assets under Management (AUM). In our webinar, Building a Culture of CRM for AUM Generators, we explored how firms can unlock a CRM’s full potential […]

Webinar: Building a Culture of CRM for AUM Generators

Our Building a Culture of CRM webinar series explores concepts, strategies, and practical steps to foster stronger CRM adoption and better collaboration across your firm. Join us on December 3, 2025, at 11:00 AM CST, as we dive into how AUM generators can improve visibility, streamline follow-up, and maintain momentum, all by transforming CRM into […]

Is Your CRM Investment Actually Paying Off?

Your CRM should be a growth engine that unifies customer data, simplifies workflows, and accelerates revenue. Instead, for most organizations, it’s become an expensive anchor. With failure rates as high as 30-50%, a poor CRM implementation can be a costly mistake. Most break down due to low user adoption and a lack of quality data, […]