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How to Increase Investor CRM Efficiency
The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside from increasing productivity,
The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside from increasing productivity,
The second quarter of the year has ushered in some exciting updates for Satuit users. With the release of versions 17.4, 17.3, and 17.2, Satuit continues to enhance
Having the right tools can make all the difference in the financial world. This was the core theme of our recent webinar, where Jamie Plassmann, General Manager at
Achieving CRM success requires a broad approach, including customer satisfaction, data management, operational efficiency, sales performance, and business growth. With a CRM system, organizations can build stronger customer
Remaining at the forefront demands leveraging cutting-edge technologies to enhance operations and drive expansion. Asset managers and financial advisors can significantly boost investor engagement and increase Assets under
Your CRM fuels your firm’s ability to cultivate, manage, and enhance relationships.. With a propensity for customer-centricity, data-driven decision-making, and agile adaptation to market dynamics, a mature CRM