Why You Should Opt for an Industry-Specific CRM
CRMs are one of the fastest-growing platforms on the software market, with recent statistics showing a growth rate of 13.4% CAGR until 2032. This continuous
CRMs are one of the fastest-growing platforms on the software market, with recent statistics showing a growth rate of 13.4% CAGR until 2032. This continuous
Satuit empowers financial professionals with comprehensive software to grow AUM and improve operations. Flexibility is critical, catering to diverse financial industry needs and enabling more
For three decades, Satuit has offered an indispensable CRM platform to over 750 asset managers, marking an era of unprecedented growth and commitment to excellence
View an analysis of customizable vs. configurable buy-side CRMs to understand which might be right for your firm.
Learn about the importance of cybersecurity in the asset management industry and ways to prevent cyberattacks.
An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.
Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.
Product Suite Satuit Technologies is a industry-leading provider of buy-side software products designed for the asset management industry. Our software provides integral client acquisition, relationship
The Corundum Group (TCG) operates as a Registered Investment Advisor, responsible for over $1 billion in assets. Originally searching for a secure investor portal, TCG
Investor Portal Solutions Investor portal solutions can provide your business with various improvements, such as streamlined communication and increased investor engagement. The key to experiencing