Satuit Technologies, Inc., the leading provider of customer relationship management (CRM) software for asset management professionals, today announced that it has acquired the assets of Lync.NET, a leading provider of Investor Communication preparation and distribution technology for wealth management and institutional asset management firms.
Satuit Technologies, Inc., the leading provider of customer relationship management (CRM) solutions for investment professionals, today announced that the company’s earnings for 2009 grew by 80% year over year. The company credits its strong client retention and the growth of it’s sales force for the strong results.
Satuit Technologies today announced that Sanderson Asset Management has deployed SatuitCRM to facilitate client relationship management (CRM) for the company’s global institutional and private customers. SatuitCRM provides Sanderson’s client services team in the U.S. and the U.K. with a centrally located system that supports the company’s international growth goals, making it easier to track and service clients more consistently and efficiently between offices.
To help meet its challenges as a growing start-up boutique manager, Quotient Investors, LLC deployed SatuitCRM by Satuit Technologies, a global leader in sales force automation (SFA) and client relationship management (CRM) solutions for the professional investment market. SatuitCRM is designed specifically for the investment community helping Quotient to streamline its business development, direct mail and customer communications efforts.
In an effort to improve client services, operations and boost sales, Fort Washington Investment Advisors, Inc., a money management and investment company turned to SatuitCRM. The hosted CRM solution by Satuit Technologies is designed specifically for investment advisors and has been critical in helping Fort Washington to improve client services, enhance sales, streamline marketing and consolidate client information and reporting processes.
When searching for a Client Relationship Management (CRM) solution that could support its current and future sales and relationship management needs, Evercore Asset Management (EAM), turned to Satuit Technologies, a leader in CRM solutions for the professional investment market. Satuit’s SatuitCRM is the only CRM system designed specifically for the financial services industry, providing EAM with a flexible and scalable solution to easily capture, manage and access a broad range of information about clients and prospects.
Satuit Technologies, Inc., a global leader in sales force automation (SFA) and client relationship management (CRM) solutions for the professional investment markets, today announced that for the second year in a row it has been named to the annual Inc. 5000 list of the fastest-growing private companies in the United States. In 2007, Satuit ranked 1619. This year, Satuit ranked 1523 and is one of only 14 software companies from Massachusetts on the list.
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).
Satuit Technologies, Inc., a leader in Client Relationship Management (CRM) solutions for the professional investment market, today announced that Liontrust International North America, a subsidiary of London-based Liontrust Asset Management, has selected SatuitCRM as the firm’s customer, sales and business management solution. Liontrust Asset Management is a 14-year-old money manager with more than $11 billion under management.