Why Spreadsheets Are Failing Modern Asset Management Firms
The tool that built your business may now be holding it back. For decades, spreadsheets were the backbone of asset management operations. They were flexible, familiar, and fast to set up. But as investor expectations rise, regulatory requirements multiply, and competition intensifies, the firms still running their operations on spreadsheets are quietly falling behind, and […]
The Best CRM for Hedge Funds in 2026: A Comparison
Choosing a CRM for your hedge fund isn’t like buying off-the-shelf software. The stakes are higher, investor relationships, regulatory compliance, and capital-raising efficiency all hang in the balance. And with more purpose-built options in the market than ever before, it’s worth taking a clear-eyed look at what each platform actually delivers, where it shines, and […]
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 […]
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 […]
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 […]
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 […]
Webinar Recap: Charting the Course for Tomorrow with Satuit 18.0
Satuit recently hosted an in-depth customer webinar introducing its 18.0 release, a milestone update that modernizes the CRM experience while laying the groundwork for future automation and AI capabilities. The webinar theme, Charting the Course for Tomorrow, captured both the product’s refreshed design and Satuit’s forward-looking roadmap for continued efficiency gains. Why the 18.0 Release […]