What You’ll Learn at This Webinar
In this session, we will cover the Buy-Side Client Lifecycle and the Satuit Maturity Model and help you understand how Satuit can be used to enhance your success, decision making and strategy, including:
- Identify prospects and generate leads with data integrations and enrichment
- Raising AUM through insights into pipeline KPI’s
- Supporting onboarding and implementation through structured CRM processes
- Managing client engagement and service delivery across teams
- Improving collaboration between sales, operations, and client service
- Optimizing workflows for scalability and long-term efficiency
- Leveraging CRM tools to ensure continuity from deployment through support
During this session, we will walk through the full investor lifecycle, demonstrating how organizations can better manage onboarding, streamline service delivery, improve collaboration between teams, and create a more scalable framework for long-term success.
Professional Services play a critical role in ensuring CRM implementations deliver long-term value, not just short-term functionality. From onboarding and implementation to optimization and ongoing support, every phase of the services lifecycle directly impacts adoption, efficiency, and business outcomes.
Why You Should Attend
Whether your organization is implementing a new CRM system or optimizing an existing one, understanding the Buy-Side Client Lifecycle is essential for improving adoption, enhancing service delivery, and ensuring consistent outcomes across your firm.
Join the Satuit team on March 18, 2026, at 11:00 AM EST to learn more.
Date: March 18, 2026
Time: 11:00 AM EST
Register Here:
https://us06web.zoom.us/webinar/register/WN_q4-YqT6pSga4QYv0HzNzBw#/registration
