Category: Resources

The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside

The second quarter of the year has ushered in some exciting updates for Satuit users. With the release of versions 17.4, 17.3, and 17.2, Satuit

Having the right tools can make all the difference in the financial world. This was the core theme of our recent webinar, where Jamie Plassmann,

Achieving CRM success requires a broad approach, including customer satisfaction, data management, operational efficiency, sales performance, and business growth. With a CRM system, organizations can

Remaining at the forefront demands leveraging cutting-edge technologies to enhance operations and drive expansion. Asset managers and financial advisors can significantly boost investor engagement and

Your CRM fuels your firm’s ability to cultivate, manage, and enhance relationships.. With a propensity for customer-centricity, data-driven decision-making, and agile adaptation to market dynamics,

Satuit Technologies and Dakota, two leaders in investment management tools and insights, have recently announced an innovative new partnership. This collaboration enables a new integrated

Rapid advancements in Customer Relationship Management (CRM) systems are setting the stage for a new paradigm in investor relations. These evolving technologies promise to enhance