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Cooke & Bieler Selects SatuitCRM® for their Customer Relationship Management System

Braintree, MA- February 7, 2017- Satuit Technologies, Inc., the global leader in CRM for asset management and reporting, is pleased to announce that Cooke & Bieler has chosen SatuitCRM® software as their firm’s new CRM solution. 

Cooke & Bieler was seeking to upgrade the firm’s CRM software which is used to track their activities with prospects and clients.  Managing consultant relations was another key driver of the need to upgrade the software.   The firm also wanted seamless integration with their portfolio accounting software.   Patrick McDonnell, Principal, Consultant Relations commented: “After reviewing the alternatives, we were pleased to be able to identify a CRM system highly tailored to our industry.”  The Satuit team was able to provide a detailed and robust demo of the features that C&B identified as essential. 

Satuit’s focus on buy-side asset management means that Cooke & Bieler will be able to implement quickly and without the need to spend on extensive product customization.  “We are very pleased to have been selected by Cooke & Bieler and look forward to a long partnership” said Karen Maguire, Satuit’s CEO.

ABOUT Cooke & Bieler

Founded in 1949, Cooke & Bieler has evolved from a local investment firm into an institutional asset manager with an international client base. Cooke & Bieler is an independent, institutional equities manager focused solely on value investing and committed to fundamental research since its founding. High quality, low risk has been the hallmark of Cooke & Bieler’s investment approach for more than six decades.

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