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.

SatuitCRM vs HubSpot: Why Generic CRMs Fall Short for Asset Managers

Asset management firms that try to use HubSpot often find themselves spending more time configuring the tool than using it, and still not getting what they actually need. Here’s why purpose-built wins. The Appeal of HubSpot, and Its Limits HubSpot is one of the most popular CRM platforms in the world. It’s well-designed, widely adopted, […]

AUM Growth and Technology: How Fast-Growing Funds Scale Their Investor Operations

Growing your AUM is the goal, but growth creates operational complexity that can undermine the investor relationships that drove the growth in the first place. Here’s how leading funds use technology to scale without breaking. The AUM Growth Problem Most asset management firms understand how to grow AUM, but fewer firms adequately plan for what […]

CRM for Institutional Asset Managers: Managing Consultant Relations, Pipeline, and Client Reporting

Institutional asset management is a relationship business built on trust, transparency, and a disciplined sales process that can take years from first contact to funded mandate. The firms that consistently win institutional business are not always the ones with the best performance, they are the ones with the right product fit, that maintain the best […]

GDPR Compliance for Investment Managers: What Your CRM Needs to Handle by Default

The General Data Protection Regulation has been in force since 2018, but many investment management firms continue to manage GDPR obligations through a combination of manual processes, disconnected systems, and spreadsheet-based tracking. As regulatory scrutiny of data handling in financial services has increased, with the ICO issuing significant fines across the financial sector, the risks […]

CRM for Private Equity: How PE Firms Manage LP Relationships, Deal Flow, and Fundraising in One Platform

Private equity firms operate at a unique intersection of complexity. On one side, they are investment organizations that must source, evaluate, and manage portfolio companies. On the other, they are relationship businesses that depend on the trust of limited partners, the pension funds, endowments, family offices, and sovereign wealth funds that commit capital to their […]

Using CRM Insights to Identify Growth Opportunities

For most wealth managers, the next growth opportunity isn’t in a new market or an untapped demographic, it’s already inside your CRM. It’s in the client who mentioned a liquidity event but hasn’t been followed up with. It’s in the prospect of someone who attended a webinar six months ago but never converted. It’s in […]

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 […]