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A CRM can be a performance driver or a productivity drain. For asset and wealth managers, success comes down to how well the CRM fits
We’re excited to announce the release of SatuitCRM Version 18.0, a significant update that enhances user experience, system performance, and scalability. This release focused heavily
In the fast-paced world of investment management, time is your most valuable asset. But outdated systems and manual workarounds often slow down client communications, reporting,
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.
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
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
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
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
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