Watch Jamie Plassmann, General Manager at Satuit Technologies, and Ben Wieber, Consulting Team Lead at Versoft Consulting, team up to uncover the untapped potential of
Improve visibility, accountability, and efficiency by migrating non-traditional processes into your CRM.
For buy-side asset managers, and other investment finance professionals, maintaining strong and efficient investor relations is paramount. At the heart of this effort is the
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The ability to effectively manage vendors in buy-side investment and asset management is critical to maintaining relationships as well as achieving streamlined operations. This process
Hedge funds rely on Customer Relationship Management (CRM) systems to streamline communication, streamline operations, enhance investor relations, and drive overall efficiency. By centralizing critical information,
In the investment and asset management sector, seamless application integration is necessary to maintain and improve client relationships, drive efficiencies, and make informed decisions.
Establishing and maintaining strong relationships with consultants in the asset management realm is essential for firms to grow and succeed in the industry. SatuitCRM emerges
In the recent insightful webinar, Satuit Technologies collaborated with Versoft Consulting to explore the numerous innovative ways a Customer Relationship Management (CRM) system could improve
Implementing effective data governance strategies is crucial for buy-side investors and asset managers to engage in informed decision-making. However, studies show that a staggering 60-73%
