SatuitCRM has allowed CALCAP Advisors to streamline and modernize their investor relations and communications processes. As demonstrated through quantitative research by Nucleus Research, CALCAP will see a 374% ROI by implementing SatuitCRM with a payback time of only 4 months. By using both SatuitCRM and SatuitCRA Investor Portal, they will realize an average annual benefit of over $100,000 while increasing partner productivity by 2.5%. Read Case Study.
Alignvest needed to upgrade its CRM software to support its business growth and to assist with regulatory reporting. With the data now being compiled in SatuitCRM®, Alignvest anticipates that the workload to prepare the 45-106 report will be reduced from hundreds of hours to just a few days. Read Case Study.
South Texas Money Management asked Satuit to create an integration plug-in for their portfolio accounting and trade order management systems that would provide daily updates to Accounts with relevant data on holdings, transactions, performance and assets under management (AUM). Read Case Study.
Carderock began discussions with their Satuit Support team
about the possibility of moving from their legacy CRM and report packaging products (from two
different vendors), to an integrated approach using SatuitCRM® and SatuitCRA™. Read Case Study
Even a firm that has been using a CRM system
for years can enhance its value
and gain additional benefits
from a systemic review and update
of how it’s being used and
by whom. Read Case Study
The Satuit product they chose, SatuitCRA™, is a comprehensive Client Report Automation solution
for creating personalized reporting packages for clients and their advisors. Read Case Study.