News

  • SatuitCRM Mission Critical for Fort Washington Investment

    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.
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  • Evercore Asset Management Staying Close with SatuitCRM

    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.
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  • Satuit Banks on Compliance Rules

    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.
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  • SatuitCRM Helping Liontrust with North American Expansion

    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.
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  • Oppenheimer Investment Management Selects Satuit Technologies

    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).
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