Karen Maguire, CEO of Satuit Technologies, a global leader in software solutions for the professional investment market, announced the addition of three senior professionals drawn from the asset management industry. They will fill openings in operations, sales and client relations.
Satuit has hired Sarah Ashworth, formerly of Lee Munder Capital Group, LLC and Tim Durepo, who previously worked at Fidelity and Tansamerica Retirement Services to further build on the company’s strong record of client retention and growth. The company continues to build on its strength in the asset management industry by hiring people who know the business well. Ms. Ashworth, who has 11 years experience in client management, will be VP, Client Relations Manager and will focus on client retention and administration. Mr. Durepo will be AVP, Client Relations and focus on supporting existing clients and finding new opportunities for growth with them.
Satuit East Coast is back in full operation. Thank you for your patience. Client sites were not impacted. We are now planning for the upcoming conference and the second round of updates to v. 12 following the conference. Please watch for email from Satuit giving you details on the upgrade. We will be providing free training on v .12 at the conference on September 20-21, so if you have not signed up, please do so.
We are excited to announce the Keynote speaker for the first client conference for users across the Satuit product spectrum. The 2011 Satuit Success Summit Keynote will focus on Social Media and B2B. The conference is taking place September 20th-21st at Seaport Boston & World Trade Center.
Join Satuit’s User Forum on LinkedIn or follow us on Twitter @SatuitCRM.
Satuit’s 2011 users conference is scheduled for September 20-21st at the Seaport Boston. Now is your opportunity to send in your ideas on user groups, discussion groups, forums, and even our sponsors and keynote speaker.
Satuit is rolling out Satuit Wireless for Satuit Mobile users. Further details will be provided by your relationship manager.
Mark your calendar for the 2011 Satuit Client Conference! The date has been set for September 20th and 21st, 2011 at the Seaport Boston. Users from across our product lines will be invited to attend: SatuitCRM, SatuitPackMan and SatuitSIP.
The upgrade for your smart phone is ready for release. Satuit Wireless 2.0 takes advantage of the look and feel that you have become accustomed to on your smart phone. The upgrade, which has a familiar and easy to use icon menu, is available immediately. If you are a Wireless user, you don’t need to install any new software.
After much anticipation, and taking into account client feedback from the 2010 SatuitCRM Conference who had a sneak peak, Satuit Technologies announces SatuitCRM v10.11. The release will be rolled out to Hosted clients starting November 20, 2010 and On-Premise clients starting January 15th. You will receive an email from Satuit Customer Support the week before your scheduled upgrade.
Satuit set a goal of engaging participants with an open forum format at this year’s client conference and according to one participant, “the most valuable sessions were the New Product Demonstration and the Enhancement review.” Many others noted the opportunity to vote on enhancements for upcoming releases to be an eye opening perspective on the direction of the CRM.
Join us in Boston on October 20th and 21st (plus the Bonus Session on the 22nd) for the 2010 SatuitCRM Conference. This year’s client conference is focused on sharing ideas and making sure your voices are heard. Meet your industry peers, discuss topics of common interest, attend specialist round-tables and share your ideas on enhancements and upcoming releases.
In August 2009, Satuit Technologies, Inc. was honored to be named to the Inc 5000 for the third straight year. Companies are selected for the list in based on their 2008 results. The nominations are made public in August of the following year.
Forging and maintaining strong relationships with clients is the cornerstone of every advisor’s business. But during times of volatile markets and economic uncertainty, keeping track of the method and frequency of your communications with clients is more important than ever. And keeping tabs on the prospects you hope to convert to clients is crucial to your future, too.
Most scholars would never envision cold calls or sales pitches in their professional future. But Karen Maguire, a college professor turned software entrepreneur, sees a common thread between two fields that seem worlds apart: communication skills.
While the sluggish economy has affected the rapid growth of Norwell-based Satuit Technologies Inc., the software company can thank the federal government for the regulatory requirements that will keep it expanding this year.
Satuit Technologies, Inc.’s CEO, Karen Maguire, was recognized by iiMagazine as one of the leading innovators’ in Technology for the Financial Service Industry. For the complete iiMagazine Online Finance 40 list.
Karen Maguire, CEO of Satuit Technologies, a Norwell, Massachusetts-based CRM software specialist that has worked on investment management industry implementations with Pyxis, notes that people that have bought the iPhone for personal use are pushing technology managers to integrate e-mail and other office applications.
"Managers in CRM-driven organizations make no bones about the fact that they expect the system to provide them with unparalleled visibility -- and control. "I can see all of the activities related to each stage of a sale, and if I see one of the sales guys stuck in a certain phase with someone for three months, I can dig through, see what's going on, and figure out how I can help or if I can see hidden objections he might not be aware of," says Karen Maguire, CEO of Satuit.