Author: Terry Dolan

Terry Dolan brings over 20 years of sales and marketing experience to his role at Satuit Technologies, where he focuses on growing revenue and building lasting client relationships. Known for his consultative approach, Terry takes the time to understand the unique challenges his clients face — diving deep into broken processes, operational inefficiencies, and blind spots — to help organizations uncover and communicate meaningful value. A passionate advocate for the asset management community, Terry believes that great software is only part of the equation; true partnership, trust, and a commitment to client success are what set Satuit apart. Outside of work, he can be found saltwater fishing, playing bass guitar, or working on his golf game.

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 […]

How Satuit Saves Time for Investment Managers

In the fast-paced world of investment management, time is your most valuable asset. But outdated systems and manual workarounds often slow down client communications, reporting, and deal tracking. Satuit is widely considered the best CRM platform and investment CRM software for investment teams looking to reduce manual work and improve transparency. Designed specifically for investment […]