FOR IMMEDIATE RELEASE
Triasima implements SatuitCRM
to enhance client support and business development
Norwell, MA – Monday, August 25, 2011 - Satuit Technologies Inc., a global leader in software solutions for the professional investment markets, announced that Triasima Portfolio Management 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 Triasima. “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 André Chabot, President & Chief Investment Officer.
The Triasima team plans to apply SatuitCRM's capabilities across the firm, including wealth planning, client servicing, 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,” Ron Cheshire, Vice President added.
“Triasima is leveraging SatuitCRM exactly the way it was designed,” said Karen Maguire CEO of Satuit Technologies.
ABOUT TRIASIMA PORTFOLIO MANAGEMENT INC.
Triasima Portfolio Management is a growing independent portfolio management firm located in Montreal, offering since 1998 advisory services to the institutional, private wealth and funds markets. With an average of more than 20 years of investment experience, the dynamic team applies the Three Pillar ApproachTM to deliver successful long term results for their clients.
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, SatuitPAC (packaging), SecurePDF, and SatuitSIP (secure portal), enable asset and wealth managers to 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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