In today’s increasingly competitive investment landscape, firms are under pressure to do more with their CRM than simply manage contacts, they must create seamless, data-driven
Creating a successful investor relations strategy requires more than simply implementing a CRM system. It requires building a culture of CRM adoption across the entire
What You’ll Learn at This Webinar In this session, we will cover the Buy-Side Client Lifecycle and the Satuit Maturity Model and help you understand
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
Read the guide for 10 Best Private Equity CRM Solutions for 2026: https://muddyrivernews.com/business/10-best-private-equity-crm-solutions-for-2026/20260212090837/
Success brings its own set of problems. You start with a small team, a manageable portfolio, and a clear mission. The strategy works; assets under
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A relationship manager pulls up a client record before a critical call to find 47 custom fields, three outdated addresses, and notes from years ago