Case Study: Heritage Investors Management Corporation
In order to manage the complexity of each client portfolio, Heritage Investors Management Corporation opted to utilize Satuit’s Client Report Automation solution to produce over 1,300 portfolio reports. Learn how they manage investor reporting. Download Case Study by Filling Out Our Quick Form
Case Study: Carderock Capital Management
Carderock Capital Management found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. Learn about our approach to client systems integration. Download Case Study by Filling Out Our Quick Form
Case Study: The Corundum Group
Find out how TCG realized that as business continued to grow it would also require asset management CRM and how Satuit helped them do that. Download Case Study by Filling Out Our Quick Form
How to Increase Investor CRM Efficiency
The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside from increasing productivity, well-designed CRM software can also improve investor relations, streamline communication, and ultimately drive growth for your firm. How Can CRMs Enhance Productivity? A well-implemented CRM system does […]
Highlights from SatuitCRM’s Q2 Releases
The second quarter of the year has ushered in some exciting updates for Satuit users. With the release of versions 17.4, 17.3, and 17.2, Satuit continues to enhance the user experience and system utility. Let’s delve into the significant enhancements from this past quarter that you need to know about. Release 17.4: Attachment Enhancements and […]
Webinar | Is Your CRM a Wealth of Untapped Potential?
Watch Our Exclusive Content by Filling Out Our Form Name(Required)Primary Team(Required)Primary TeamClient / Investor relationsComplianceInvestmentsOperationsAdminMarketingSales / Consultant relationsIT / DevEmail(Required) Direct Line Consent(Required) I agree to the privacy policy. We won’t send you any emails other than the Whitepaper requested. For further details, review our Privacy Policy Watch Jamie Plassmann, General Manager at Satuit Technologies, […]
Webinar Recap with Versoft: Is Your CRM a Wealth of Untapped Potential?
Having the right tools can make all the difference in the financial world. This was the core theme of our recent webinar, where Jamie Plassmann, General Manager at Satuit Technologies, and Ben Wieber, Consulting Team Lead at Versoft Consulting, teamed up to uncover the untapped potential of Customer Relationship Management (CRM) systems in the buy-side […]
What Does CRM Success Look Like?
Achieving CRM success requires a broad approach, including customer satisfaction, data management, operational efficiency, sales performance, and business growth. With a CRM system, organizations can build stronger customer relationships, boost revenue, and meet strategic goals. Continuous monitoring and optimization ensure the CRM adapts to business and customer needs. Let’s explore how a robust CRM system […]
Webinar Recap: Using Marketing Automation to Raise AuM – Combining Marketing Automation and CRM
Remaining at the forefront demands leveraging cutting-edge technologies to enhance operations and drive expansion. Asset managers and financial advisors can significantly boost investor engagement and increase Assets under Management (AuM) by seamlessly integrating marketing automation with Customer Relationship Management (CRM) systems. Recently, industry leaders Paul Das, Founder of ProFundCom, and Jaime Plassmann, General Manager of […]
CRM Maturity Model: What It Is & How to Increase Your CRM’s Maturity
Your CRM fuels your firm’s ability to cultivate, manage, and enhance relationships.. With a propensity for customer-centricity, data-driven decision-making, and agile adaptation to market dynamics, a mature CRM culture is increasingly becoming an imperative for the investor relations and asset management sectors. Unveiling the layers of CRM maturity can be the catalyst that propels your […]
