Blog & News
The Importance of Cybersecurity in Asset Management
Learn about the importance of cybersecurity in the asset management industry and ways to prevent cyberattacks.
April 27, 2022
Category: Resources
Blog & News
Protecting Against Asset Management Operational Risks
An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.
March 29, 2022
Blog & News
CRM Integration for Asset and Wealth Management: Increasing Efficiency and ROI
Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.
February 21, 2022
Brochures
Our Buy-Side Product Suite
Product Suite Satuit Technologies is a industry-leading provider of buy-side software products designed for the asset management industry. Our software provides integral client acquisition, relationship
February 17, 2022
Infographics & Ebooks
Strategies for Successful CRM Implementation | Satuit
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.
August 23, 2021
Case Studies
Streamline Investor Reporting with CRA: Heritage Investors Management
Streamlining Investor Reporting with CRA: A Case Study on Heritage Investors Management Corporation As a wealth management firm, Heritage Investors Management Corporation has been providing
February 4, 2021
Case Studies
Carderock Capital Management and Client Systems Integration
Client Systems Integration: A Case Study on Carderock Capital Management Carderock Capital Management, a registered investment management firm, recently found the need to move their
February 4, 2021
Infographics & Ebooks
A CRM Checklist for Success: Critical Factors | Satuit
Our CRM Checklist for Success A CRM Checklist for success can ensure that you are deploying your CRM solutions effectively, receiving the full intended benefits.
February 3, 2021
Infographics & Ebooks
Measurable ROI for Client Report Automation | Satuit
Learn how to find a measurable ROI for your client report automation services, explained by the CRA providers at Satuit.
February 3, 2021
Infographics & Ebooks
An Effective Vendor Management Program | The Satuit Platform
Learn about how to build an effective vendor management program by utilizing useful features present in the Satuit Platform.
February 3, 2021
