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Oppenheimer Investment Management Selects Satuit Technologies

Dan Dyer, PR Web

SatuitCRM helps Oppenheimer Investment Management or OIM focus its institutional investment marketing and sales efforts for best results. OIM selected SatuitCRM following a thorough evaluation of a half dozen competing CRM solutions over several months. A key driver of the decision for OIM was the fact that, unlike other CRM solutions that proved to have limited reporting capabilities, hard to use configuration tools and were more costly, SatuitCRM was designed for the asset management industry with out-of-the-box functionality that closely mirrors the way the industry works. This enables OIM to quickly utilize the application resulting in a rapid Return-on-Investment (ROI).

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