Resources

Through years of experience and partnerships with leading companies in the industry, we have developed a wide range of resources, which we are happy to share with you. Browse the categories below to learn more about industry thought leadership, expert opinions, and Satuit platform results.

Whitepapers

CRM Strategies for Success

Strategy for CRM Success

While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.

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Case Studies

Get in touch with our Sales Team

Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.

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