Investor retention is the foundation of long-term AUM growth. Acquiring a new LP is significantly more expensive than retaining an existing one, yet most investment
Implementing a new investment management CRM is a significant operational step. Done well, the first 90 days set the foundation for years of efficient investor
If your sales cycle feels longer than it should, the problem is rarely the quality of your product or your team. Most of the time,
A CRM is only as useful as the information people actually pull from it. Most leadership teams at investment management firms have access to a
Every investment management firm eventually faces the same problem: the CRM has been in use for a few years, and the data inside it is
If you manage a real estate fund and you are evaluating CRM platforms, SatuitCRM and Juniper Square will likely appear near the top of your
If you manage capital for institutional investors, family offices, high-net worth individuals, or LPs, your investors expect more than a quarterly PDF emailed from a
The phrase “360-degree view” gets used a lot in CRM marketing. But for asset management firms, it has a specific and consequential meaning: the ability
Most asset management firms implement a CRM and then let it run. What they rarely do is step back and evaluate whether the system is
A CRM is only as good as the data in it. And the data is only as good as the people who put it there.