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
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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.https://www.youtube.com/watch?v=qiT9AW7DDbY
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
Satuit recently hosted an in-depth customer webinar introducing its 18.0 release, a milestone update that modernizes the CRM experience while laying the groundwork for future
https://www.youtube.com/watch?v=oaefGMmbHqkSee how Satuit is a CRM solution built specifically for buy-side asset management, hedge funds, private equity, and real estate-focused funds.
Your CRM should be a growth engine that unifies customer data, simplifies workflows, and accelerates revenue. Instead, for most organizations, it’s become an expensive anchor.
Our team is excited to showcase our new Satuit interface! The updated UX/UI introduces a modernized interface, improved integrations, and foundational updates that pave the