Satuit Blog & News

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

NEW

A Recap of SatuitCRM’s Latest Version Release: 18.0

How Satuit Saves Time for Investment Managers

6 Best Practices for CRM in Asset Management 

Satuit Latest Webinar: See Our Updates in Our 18.0 Release

New Satuit Interface: Discover What’s in Our 18.0 Release

Using a CRM to Manage Investor Relationships

How CRM Systems Protect Client Data

Webinar Recap: Scaling Smart Strategies to Future Proof Your CRM

The Investment Manager’s Guide to CRM Assessment

Future-Proof Your Investment Firm with Scalable CRM Solutions

Upcoming Satuit Webinar: Strategies to Scale Without the Growing Pains

Investment CRM worker looking stressed due to bad CRM

The Cost of Not Having a CRM at Your Investment Firm

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