GQG Partners Selects SatuitCRM®
Braintree, MA – June 27, 2017 – Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce that GQG Partners has selected SatuitCRM® as their firm’s inaugural Client Relationship Management (CRM) system. GQG Partners services both the institutional market and investment advisors and were looking for a solution […]
Satuit Technologies Executives at Carter Center Annual Retreat
Braintree, MA – June 26, 2017 – Satuit Technologies CEO Karen Maguire and CFO Steven Nothern joined President Carter, his family and former White House associates in Squaw Valley, CA for the Annual Carter Center meeting and fundraiser. The event included speakers from the Carter Administration and Carter Center Directors leading the global democracy and […]
Satuit Client Symposium Hosted by Epoch Investment Partners
Braintree, MA – May 19, 2017 – 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 […]
Satuit Technologies Hosting New York City Client Breakfast
Braintree, MA – May 16, 2017 – Satuit Technologies is pleased to announce a client only networking and breakfast meeting at Epoch Investment Partners in their New York City Global Offices on Thursday, May 18, 2017. Attendees will represent SatuitCRM® and SatuitCRA® users who utilize their cloud based or on premise solutions to provide support for […]
Satuit Technologies Sponsors 40th Annual AIMSE Conference
Braintree, MA – May 3, 2017- Satuit Technologies was proud to sponsor the 40th Annual AIMSE Marketing & Sales Conference held at the Fairmont Scottsdale Princess Hotel in Scottsdale, Arizona, April 30 – May 2, 2017. Established in 1977, AIMSE’s mission is to provide an educational forum for those in investment management sales and marketing […]
Satuit Technologies Sponsors AUG National Members Meeting
Braintree, MA – April 26, 2017- Satuit Technologies was proud to sponsor the 3rd annual AUG National Members Meeting held at the Hutton Hotel in Nashville, Tennessee, April 26 – 28, 2017. Founded in 1998, AUG’s mission is to be the premier forum for the wealth and investment management industry. Speakers and attendees shared their […]
Satuit Technologies Names James Plassmann VP Client Relations
Braintree, MA – April 4, 2017- Satuit Technologies, Inc., a global leader in software solutions for the professional investment market is pleased to announce that James (Jamie) Plassmann has returned to Satuit as Vice President, Client Relations. His responsibilities include direct involvement with key clients, managing the Satuit Client Success team, and supporting the retention […]
Satuit Sponsors Chicago AUG Member Meeting
Braintree, MA – February 28, 2017 – Satuit Technologies was a sponsor for the second time this year for an AUG Member Meeting, this one held Monday, February 27, 2017, at the Hard Rock Hotel in Chicago. Founded in 1998, AUG’s mission is to be the premier forum for the wealth and investment management industry. […]
Satuit Sponsors Boston AUG Member Meeting
Braintree, MA – February 27, 2017 – Satuit Technologies was a sponsor for the Boston AUG Member meeting held Thursday, February 23, 2017 at the Seaport Hotel. Founded in 1998, AUG’s mission is to be the premier forum for the wealth and investment management industry. Michael Kendall, Vice President – Strategic Relationships, represented Satuit at […]
Cooke & Bieler Selects SatuitCRM® for their Customer Relationship Management System
Braintree, MA – February 7, 2017- Satuit Technologies, Inc., the global leader in CRM for asset management and reporting, is pleased to announce that Cooke & Bieler has chosen SatuitCRM® software as their firm’s new CRM solution. Cooke & Bieler was seeking to upgrade the firm’s CRM software which is used to track their activities […]
