How to Build a CRM Business Case for Your Investment Firm’s Leadership Team
You know your firm needs a better CRM. Now you need to convince your CIO, COO, or investment committee. Here’s how to build a business case that gets approved. Why CRM Business Cases Are Different at Investment Firms Getting approval for new technology at an investment firm is rarely straightforward. Leadership teams are often skeptical […]
SatuitCRM vs Microsoft Dynamics for Investment Managers
Microsoft Dynamics 365 is a serious enterprise platform. It integrates deeply with the Microsoft ecosystem, Teams, Outlook, SharePoint, Azure, and for organizations already running Microsoft infrastructure, it presents a compelling case on paper. IT departments recognize it. Procurement teams feel comfortable with it. And the licensing conversation often starts with “we already pay for Microsoft.” […]
Investment Management CRM Glossary: 14 Terms Every Firm Should Understand Before Buying
Buying a CRM for an investment management firm is not like buying a CRM for any other industry. The terminology is different, the workflows are different, and the capabilities that matter most are ones that generic CRM vendors rarely discuss, because their platforms were not built to deliver them. When investment management firms evaluate CRM […]
How Better CRM Data Leads to Better Client Conversations in Wealth Management
The best client conversations don’t happen by accident. They happen when an advisor walks into a meeting, or picks up the phone, with a complete, current picture of the client: their goals, concerns, portfolio context, recent interactions, and life milestones. That depth of preparation is only possible when your CRM data is accurate, up to […]
Should You Invest in a Client Portal?
In 2025, clients expect instant, transparent, and secure access to their information, making an asset management client portal an essential investment for your business. According to a recent study, wealth management technology, such as websites and apps, strongly influence investor satisfaction through a combination of portfolio visibility and positive digital user experiences. In other words, […]
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 […]