Our team recently hosted a webinar session focused on a key theme for asset managers today: how to transform CRM from a passive contact repository into a strategic driver of Assets under Management (AUM).
In our webinar, Building a Culture of CRM for AUM Generators, we explored how firms can unlock a CRM’s full potential by strengthening adoption, aligning teams, and embedding CRM into everyday behaviors, ultimately making it a powerful growth engine.
Why CRM Is Essential for AUM Growth
Asset management success hinges on relationships, but long sales cycles, multiple stakeholders, and complex distribution channels can make relationship management feel overwhelming.
CRMs bridge these gaps by helping firms:
- Track the full history of each relationship
- Ensure timely and strategic follow-up
- Maintain visibility across teams
- Strengthen internal accountability
- Improve outcomes through stronger collaboration
When adoption is high, a CRM becomes the foundation of predictable and scalable AUM growth.
Building a Culture of CRM: The Path to Adoption
During the webinar, we shared proven strategies that leading firms use to build CRM discipline and consistency:
Align CRM to Real Processes
Your CRM shouldn’t be theoretical. When pipeline stages, fields, and workflows match the real sales and investor-relations journey, teams feel empowered, not burdened.
Prioritize Everyday Habits
Success comes not from one-time data imports, but daily touchpoints:
- Quick activity logging
- Pipeline review
- Note capture right after a call
- Consistent opportunity hygiene
Small behaviors drive major adoption outcomes.
Expand Visibility & Collaboration
A CRM isn’t just for sales. Marketing, operations, and investor-relations teams all contribute to the relationship ecosystem. With shared data, firms can:
- Improve lead nurturing
- Strengthen handoffs
- Reduce duplicate outreach
- Enhance reporting for leadership
Follow a CRM Maturity Model
Satuit’s CRM maturity framework helps firms grow from:
Build → Capture → Expand → Optimize
This method ensures clear progress tied to business outcomes, not just “more data.”
Missed Our Webinar? Watch On-Demand Anytime!
Whether you’re evaluating your current CRM use or preparing for a broader transformation, this session provides a clear blueprint for CRM maturity and sustained growth. Watch the webinar recording now or talk to our team to learn more about Satuit’s CRM. Stay tuned for our next webinars in this series, Building a Culture of CRM – Investor Relations Teams and Building a Culture of CRM – Operations and Compliance.
