Data security and access control in investment management CRM are not IT considerations separated from the IR team’s daily workflow. They are operational decisions that
The pipeline is the operational center of any capital raising program. It is where the IR team tracks which investors are being cultivated, where each
One of the clearest differences between a CRM built for investment management and a CRM built for commercial sales is how each handles the structural
Investment management firms operate across a technology stack that includes portfolio accounting systems, fund administration platforms, data enrichment providers, marketing automation tools, and investor portal
Capital calls and distributions are among the most operationally sensitive communications that investment management firms send to LPs. They are time-sensitive, legally significant, and subject
The buy-side CRM category is in the middle of its most significant transformation since the shift from on-premise client-server systems to cloud-based platforms in the
The operational value of a CRM depends in part on how quickly team members can get from needing information to having it. An IR professional
Data quality is the single most important determinant of CRM value in investment management. A platform with excellent pipeline management tools, sophisticated alert infrastructure, and
We’re excited to bring AI into the Satuit solution. Satuit Agent, a new AI assistant built into SatuitCRM, is powered by our new MCP/AI layer,
Satuit Release 18.4 marks a turning point for the platform with the introduction of Satuit Agent, a conversational AI assistant built directly into SatuitCRM. Alongside