Continuing the Building a Culture of CRM webinar series, our next session focuses on the roles and responsibilities of operations and compliance teams within asset management firms.
While CRM conversations often center on investor relations and business development, sustainable adoption requires participation from every part of the organization. Operations and compliance sit at the intersection of data integrity, regulatory accountability, and workflow efficiency, making their involvement in a healthy CRM culture essential, yet often overlooked.
What You’ll Learn
In this session, we’ll explore how operations and compliance professionals can leverage CRM to work more effectively, reduce risk, and contribute to firm-wide transparency, including:
- How operations teams can use CRM to standardize workflows and reduce manual processes
- The role of CRM in supporting compliance tracking, audit trails, and documentation requirements
- Best practices for aligning operations and compliance around shared CRM data
- How to configure Satuit to surface the information compliance teams need without adding friction for other users
- How cross-functional CRM adoption contributes to a stronger, more consistent client experience
Why You Should Attend
Whether you’re an operations manager looking to streamline how your team captures and acts on data, a compliance officer seeking better visibility into firm-wide activity, or a CRM administrator trying to drive deeper adoption across departments, this session will give you practical ideas you can bring back to your organization right away.
Join us on June 24, 2026 at 12:00 PM Eastern Time.
To watch previous webinars in the Building a Culture of CRM series, visit: https://satuit.com/resources/webinars-videos/
Register here: https://us06web.zoom.us/webinar/register/WN_Qdu5BH1eTB2vaRmR6VkmPg
