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: 17.5

Why Reporting Matters in CRMs

Satuit: Tailored CRM Software for Wealth Managers

5 Ways SatuitCRM Serves Family and Multi-Family Offices

Driving CRM Adoption in Your Asset Management Firm

How to Increase Investor CRM Efficiency

Highlights from SatuitCRM’s Q2 Releases

Webinar Recap with Versoft: Is Your CRM a Wealth of Untapped Potential?

What Does CRM Success Look Like?

Webinar Recap: Using Marketing Automation to Raise AuM – Combining Marketing Automation and CRM

CRM Maturity Model: What It Is & How to Increase Your CRM’s Maturity

Satuit & Dakota Partnership: Enhancing Investor CRM and Sales Opportunities

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