The Value an Investor Portal Brings to a Firm and Its Investors
Many asset management firms have adopted, or are considering adopting, an investor portal to streamline investor report delivery. Investor Portal software may be an add-on function of investor reporting software. Client managers upload reports after review and that is often the end of the process. The same client managers also email these reports to clients […]
Strategies for Successful CRM Implementation
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings. Technology is only one piece of the puzzle; Asset Management firms needs a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams. For Asset Managers, Customer Relationship Management (CRM) […]
Investor Portal Solutions | Increase Adoption and Drive Success
You did it! You launched your investor portal. After months of hard work and testing, you’ve finally sent out the invitations to log in to your new investor portal. You’ve poured time, money, and resources into it. The new portal will streamline investor communications, drive investor engagement, and make life easier for your investor relations […]
6 Ways to Measure CRM Success
Achieving CRM success involves focusing on customer satisfaction, data management, operational efficiency, sales performance, and business growth. Download our infographic to uncover six ways to measure CRM success within your organization. Download Asset
10 Critical Factors for CRM Success
If your company is involved in a CRM roll-out or if you are frustrated by the return on investment in your CRM, download this infographic to follow these 10 items to ensure CRM success. Download Asset
CRM Checklist
To utilize your CRM to its fullest potential, there are different benchmarks, strategies, and data points that each department should review. Use our CRM checklist to review where your company stands today. Download Asset
5 Reasons to Opt in For an Industry Specific CRM
Download our infographic to explore six reasons why it’s beneficial to opt for an industry-specific CRM to give your business a competitive edge in a dynamic market. Download Asset
CRM Maturity Model
Download our infographic to see what CRM maturity entails and the steps we use to unravel opportunities for client engagement and business growth. Download Asset
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
