Category: Blog & News

Asset Managers must manage a range of important activities on a daily basis — from compliance and sales to fundraising, client service, and data clean

Satuit Technologies invites you to a strategic webinar designed to help investment relations professionals unlock the full strategic potential of their CRM workflows. This session

Most investment firms already have a CRM. Yet advisors continue managing relationships through spreadsheets, email, and manual processes. Between 50% and 70% of CRM implementations

A relationship manager pulls up a client record before a critical call to find 47 custom fields, three outdated addresses, and notes from years ago

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

As 2025 comes to a close, we’re reflecting on a year defined by expansion, modernization, and deep collaboration with our customers. Satuit continued to advance

Our team recently hosted a webinar session focused on a key theme for asset managers today: how to transform CRM from a passive contact repository

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

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