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.
As competition intensifies and investor expectations evolve, investment management firms face increasing pressure to operate with peak efficiency and precision. And the tools that supported
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
See how Satuit is a CRM solution built specifically for buy-side asset management, hedge funds, private equity, and real estate-focused funds.
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.
Our team is excited to showcase our new Satuit interface! The updated UX/UI introduces a modernized interface, improved integrations, and foundational updates that pave the
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A CRM can be a performance driver or a productivity drain. For asset and wealth managers, success comes down to how well the CRM fits
We’re excited to announce the release of SatuitCRM Version 18.0, a significant update that enhances user experience, system performance, and scalability. This release focused heavily
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 But outdated systems and manual workarounds often slow down client communications, reporting,