Category: Blog & News

The financial landscape is on the brink of a seismic shift, one that wealth managers and financial advisors cannot afford to ignore.  Within the next

Private equity firms always aim to maximize returns for their investors, but the challenges of managing complex relationships, deal pipelines, and performance metrics can make

Building strong relationships with investors is essential in the investment industry, especially for buy-side firms aiming to drive success over the long term. For these

The buy-side investment landscape is transforming rapidly, demanding that your firm’s CRM software evolve just as quickly to stay ahead. With increasing competition, deeper client

Customer Relationship Management (CRM) systems are critical to the ongoing success of many investment firms. From buy-side investors and asset managers to portfolio managers navigating

Free CRM Assessment for Buy-Side Investors in Q1 2025  We’re excited to kick off 2025 with a special offer tailored to buy-side investors. From hedge

Streamlining investor onboarding is essential for building strong client relationships and staying competitive. The key to success in this area begins with effectively leveraging a

2024 has been a transformative year for Satuit – one that was marked by significant milestones, exciting product updates, and expanded community engagement. Whether you’re

Niche investment firms face unique challenges that go beyond what traditional CRMs can handle. Unlike standard CRM systems designed for broad applications, niche firms require

For buy-side asset managers, and other investment finance professionals, maintaining strong and efficient investor relations is paramount. At the heart of this effort is the