Microsoft Dynamics 365 is a capable enterprise platform. For investment management firms that landed on it through an IT mandate, a Microsoft enterprise agreement, or
We’re excited to announce the release of SatuitCRM Version 18.0, a significant update that enhances user experience, system performance, and scalability. This release focused heavily
In the fast-paced world of investment management, time is your most valuable asset. But outdated systems and manual workarounds often slow down client communications, reporting,
CRM software can either be a powerful driver of operational efficiency and relationship success or a clunky sales tool that adds friction to your workflows.
To celebrate the launch of our latest 18.0 release, we’re hosting a special webinar to give you a firsthand look at everything that’s new. This
Customer Relationship Management, or CRM, for investment managers provides a centralized platform where it consolidates all investor data, tracks interactions, and visualizes data to build
At Satuit, we’re always listening to our users and working to improve how you experience our platform. That’s why we’re excited to announce that Satuit