Satuit Blog: Q1 Latest Feature Releases
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
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.
Success in asset management depends on CRM tools that foster firm-wide collaboration and provide a broader view of client relationships.
We speak with many investment professionals who share their frustrations with their current CRM solution. Often the incumbent is a big-name provider (hint: “the Force is with you”). They are frustrated because their CRM does not deliver the promised productivity.
A secure investor portal, if effective, can help streamline your asset management firm. Learn which features to analyze prior to choosing a software for your firm.
Sadly, companies don’t learn from their mistakes. In 2014 Success Accelerators and C5 Insight found that over one-third of CRM projects were still failing and that some companies had experienced 2 or 3 successive failures. So, how do you avoid these failures?