Satuit Blog & News

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

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Preparing for the Generational Wealth Transfer

private equity team working utilizing crm system

How Private Equity Firms Leverage CRM to Maximize ROI

Satuit investor relationship blog

How CRMs Help Strengthen Investor Relationship Building

Why You Need an Industry-Specific CRM in 2025

How Often Should Your Firm Conduct CRM Assessments?

Start the Year Strong with Satuit CRM

Best Practices for CRM Onboarding

Satuit 2024 blog recap image

2024 Recap: Milestones, CRM Updates, & What’s Next

Woman using niche crm

Navigating Niche Investment Strategies with Configurable CRM Solutions

A Guide to Investor CRM Integrations

Vendor Management: Best Practices for Streamlining & Optimizing Workflows

How Hedge Funds Leverage Financial CRMs

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