FOR IMMEDIATE RELEASE
Punch & Associates implements SatuitCRM to enhance client support and business development
Norwell, MA – March 30, 2011 - Satuit Technologies Inc., a global leader in software solutions for the professional investment markets, announced that Punch & Associates, Inc. has implemented SatuitCRM to enhance its client support capabilities and business development.
SatuitCRM was built by investment professionals for investment professionals like the team at Punch. “We looked at several CRM solutions. We chose Satuit because of the company’s knowledge of the asset management business and its alignment with our strategic objectives in the areas of client relationship management and business development. We are a growing firm and wanted a CRM solution that could grow with us,” said Scott Finn, Punch Business Development.
The Punch team plans to apply SatuitCRM's capabilities across the firm, including wealth planning, research/portfolio management, business development and firm operations. SatuitCRM provides users with an out of the box solution for asset managers that can be easily integrated with back office systems. The configuration tool-kit allows a Satuit client to customize the application without expensive programming. A typical implementation is less than 6 weeks.
“We were seeking a solution that enabled all of our employees to become more efficient in performing their jobs, streamline workflows and communicate more effectively with clients, with prospects and with each other,” Finn added.
ABOUT PUNCH & ASSOCIATES, INC.
Formed in 2002, Punch & Associates is a Minneapolis-based boutique asset manager specializing in small-cap and micro-cap investing. The firm is located in Edina, MN and manages approximately $460 million in assets for institutions and high-net-worth individuals.
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is a global leader in software solutions for the professional investment markets. The company’s proprietary software, including SatuitCRM, Satuit Packman, SecurePDF and Secure Investor Portal enable asset management and wealth managers increase sales, better serve their clients, master information-intensive business relationships, and reduce costs. With offices in the United Sates and the United Kingdom, Satuit serves clients in more than a dozen countries as well as every major financial center. For additional information on, visit www.satuit.com.
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513.478.7818
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