Satuit Technologies Arranges West Coast Roundtable at First Pacific Advisors (FPA)

people sitting in a conference room brainstorming

Braintree, MA – December 19, 2019 – We would like to thank First Pacific Advisors for graciously offering to host our West Coast Client Roundtable event. Satuit offers these intimate, invitation-only user group gatherings every 2-3 months in locations around North America and Europe. Twenty-seven users joined the Satuit team in Los Angeles to share ideas on user adoption, e-marketing, and integration of Satuit products with other software vendors. Attendees at this recent event included SatuitCRM and Portal Users.

After a morning of breakfast, attendees dove into topics such as driving SatuitCRM adoption, reporting out of CRM, and utilizing integration options such as the E-Marketing, Deal Flow, and Accounting Modules to help reduce workload and save firms time and money. Attendees partook in group discussions about how they use Satuit’s products and the ways they have motivated the adoption of SatuitCRM as a central hub for all their data for their institutional, private equity, and wealth management teams.

“I always walk away with at least one additional element to bring back to my team. This time was no different. This past roundtable discussion gave me the opportunity to think about the SatuitCRM tool as more than just a depository of data. I am currently working on implementing some ideas I heard so that my team can increase the functionality and usage of the tool. There should be more of these types of discussions!” Lana Brkic, Institutional Client Services, Sales, and Marketing at SSI Investment Management.

These roundtable events are not only beneficial to our clients but to our Client Success Team as well. It gives them the opportunity to listen to our client’s feedback, to answer any questions, and to help us improve our products.

“The West Coast Roundtable was a successful event that brought together several different clients of varying size and usage levels. We’ve found the exchange of information between users and firms at roundtable events spark great conversation and idea-sharing. It’s important for us as the Client Success Team to dig deeper into these dialogues and push feedback to our product and development teams so we can continue being one of the best solutions for Asset Management Professionals.” Marc Grabowski, Senior Business Systems Analyst at Satuit Technologies, Inc.

If you’d like to learn more about these new features or are interested in hosting a local event at your office, please contact