Category: Blog & News

Generating client reports is one of the most important things a financial services firm does, and in many firms, it is also one of the

Business development in financial services is relationship-driven by nature. The best firms win new clients not by outspending competitors on advertising but by systematically building,

If your firm is storing investor contacts in a spreadsheet, a shared Outlook folder, or a basic list-building tool, you have a contact database. What

Most CRM implementations fail before they start. Not during configuration, not at training, and not at rollout. They fail during the evaluation phase, when firms

The spreadsheet has been the default relationship management tool for investment firms since the 1990s. It is familiar, flexible, and free. It is also a

The CRM adoption problem is not a technology problem. It is a behavior problem. Firms spend weeks selecting a platform, months on implementation, and significant

If you are evaluating CRM platforms for an alternative asset management firm, SatuitCRM and Dynamo are two of the names that come up most often.

Private equity firms evaluating CRM software in 2026 consistently compare two names: SatuitCRM and Intapp DealCloud. Both platforms are designed for the buy side. Both

Choosing the right CRM is one of the most consequential technology decisions an emerging investment manager will make. Get it right, and you build a

Multi-strategy hedge funds face a structural investor relations challenge that single-strategy funds do not: the same LP may have exposure across multiple sub-strategies, each with