Satuit Blog & News

Stay up to date with the latest CRM & investment industry thoughts and insights from Satuit and our team of CRM professionals.

Satuit’s Latest Version Release 18.1: Faster Workflows, Smarter Automation, Better Control

December 12, 2025

2025 Recap: Growth, Innovation, and a Clear Vision for Satuit’s Future

December 9, 2025

Webinar Recap: Building a Culture of CRM for AUM Generators

December 2, 2025

Regulatory Compliance in Asset Management

November 11, 2025

Webinar: Building a Culture of CRM for AUM Generators

November 11, 2025

Why Your Investment Management Firm Needs SatuitCRM in 2026

October 30, 2025

Webinar Recap: Charting the Course for Tomorrow with Satuit 18.0

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Satuit Blog & News

NEW

Investment Firm Growth: What Breaks First and How a CRM Helps

10 Ways SatuitCRM Checks the Boxes for Investors

Webinar: Building a Culture of CRM – Investor Relations

Why Most CRMs Fail Financial Advisors and How to Fix the Gaps