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
This latest enhancement to the Satuit CRM platform enables greater integration capabilities and efficient data management. In a new development for buy-side investors, asset managers,
In a move designed to harness the power of automation and systems interoperability, Satuit now offers seamless integration with Zapier, a leading automation platform that
CRMs are one of the fastest-growing platforms on the software market, with recent statistics showing a growth rate of 13.4% CAGR until 2032. This continuous
Satuit empowers financial professionals with comprehensive software to grow AUM and improve operations. Flexibility is critical, catering to diverse financial industry needs and enabling more
For three decades, Satuit has offered an indispensable CRM platform to over 750 asset managers, marking an era of unprecedented growth and commitment to excellence
View an analysis of customizable vs. configurable buy-side CRMs to understand which might be right for your firm.
Learn about the importance of cybersecurity in the asset management industry and ways to prevent cyberattacks.
An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.
Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.