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Satuit Client Symposium Hosted by Epoch Investment Partners

5/19/17 -  Satuit Technologies would like to thank our guests and clients who attended our breakfast symposium and networking event at Epoch Investment Partners in their New York City offices on Thursday, May 18, 2017. Attendees represented SatuitCRM® and SatuitCRA® users who were able to join discussions with product experts among their peers. The client led panels included client reporting; using the investor portal and building custom CRM reports using the SSRS tool. There were also open discussions and time for networking.

“It was so nice to get together with industry peers and exchange ideas regarding the use of Satuit,” said Jenna Becker, Senior Associate, Client Relations at Epoch Investment Partners. “Hearing how other firms use the system can help us expand our own use and knowledge of its capabilities. We look forward to the next interactive session!”
Personalized Reporting Packages Discussion“We appreciate everyone who attended this event,” said Jamie Plassmann, Satuit’s Vice President Client Relations. “The clients who attended provided very positive feedback and appreciated learning how other managers are using SatuitCRM® and SatuitCRA® to support all institutional marketing, enhance client relationships, create personalized reporting packages, and more.”
CRM Client Relationship

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