Blog & News
6 Best Practices for CRM in Asset Management
CRM software can either be a powerful driver of operational efficiency and relationship success or a clunky sales tool that adds friction to your workflows.
August 7, 2025
Category: Resources
Categories
Blog & News
Satuit Latest Webinar: See Our Updates in Our 18.0 Release
To celebrate the launch of our latest 18.0 release, we’re hosting a special webinar to give you a firsthand look at everything that’s new. This
August 7, 2025
Blog & News
New Satuit Interface: Discover What’s in Our 18.0 Release
At Satuit, we’re always listening to our users and working to improve how you experience our platform. That’s why we’re excited to announce that Satuit
July 22, 2025
Blog & News
Using a CRM to Manage Investor Relationships
In a world where trust, transparency, and performance are everything, investor relations (IR) directly shape your firm’s credibility and capital. For buy-side teams, managing these
July 9, 2025
Blog & News
How CRM Systems Protect Client Data
No organization is immune to cyber risk. From government bodies to global brands, data breaches have become a regular fixture in the news. These incidents
June 24, 2025
Webinar TYP
Watch Our Webinar | Future Proofing Your Firm’s Growing Pains
In this webinar we explore key challenges firms face as they grow and share strategies for building a more agile, scalable foundation. You’ll learn how
June 10, 2025
Webinars
Webinar | Future Proofing Your Firm’s Growing Pains
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required) Direct Line Consent(Required) I agree
June 10, 2025
Brochures
CRM Scalability Checklist
Scaling smart is about laying the groundwork for long-term success. It’s not just about adding tools or hiring more people. It’s about creating a structure
June 3, 2025
Blog & News
Webinar Recap: Scaling Smart Strategies to Future Proof Your CRM
Growing a business is exciting, but asset management firms know that scaling up comes with its own set of challenges. The “Scaling Smart Strategies to
June 3, 2025
Blog & News
The Investment Manager’s Guide to CRM Assessment
Is your client relationship management (CRM) system helping your investment firm grow, or is it just another expensive tool your team reluctantly uses? For investment
June 3, 2025