Tier1 Acquires Satuit Technologies to Enhance Buy-Side CRM Capabilities
TORONTO and NEW YORK, April 26, 2021, – Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”), AML compliance, and fraud prevention solutions, has acquired Satuit Technologies, Inc., a global leader in asset management CRM software solutions. The acquisition allows Tier1 to accelerate its expansion into the buy-side and grow its global footprint. […]
eSecLending chooses SatuitCRM
Braintree, MA – April 13, 2021 – Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce eSecLending, a market leader in securities lending, has chosen SatuitCRM for their firm’s customer relationship management needs. eSecLending has offices in Boston, London, and in the current environment, many employees working from home. The […]
What to Look for in Investor Portal Solutions
A secure investor portal, if effective, can help streamline your asset management firm. Learn which features to analyze prior to choosing a software for your firm.
Why Do CRM Projects Fail?
Sadly, companies don’t learn from their mistakes. In 2014 Success Accelerators and C5 Insight found that over one-third of CRM projects were still failing and that some companies had experienced 2 or 3 successive failures. So, how do you avoid these failures?
Investor Relations Software: All You Need to Know
281.1 billion emails are sent every day. That is nearly 38 emails for every person on the planet. More than half of them are spam and some contain malware. Email is the least efficient way to inform investors about new products or about changes at your firm.
Top Satuit Training Resources for 2021
Braintree, MA – March 11, 2021 – Satuit Technologies is pleased to announce the launch of “Top User Tips” live webinar series for existing Satuit Users. SatuitCRM is a very powerful tool built for asset management professionals. The company spends over 20% annually on R&D. But the constant release of new features to help your […]
Driving Investor Engagement
“Build it, and they will come…” – Bill Durham/Field of Dreams. Has your company implemented an investor portal only to find out that your investors don’t log in? Is a “failure to launch” proof investors are not interested in using a portal?
CRM Efficiency in Asset Management
Learn which features lead to CRM efficiency for asset management firms, so you can select a software that is right for you.
Good Riddance 2020 – Hello 2021
Yes, it was a crazy year. Zoom fatigue is real and we are all grateful for the break that two back-to-back long weekends provided (and hopefully the days in between). At Satuit, we miss the office kitchen, catching up on weekend activities, the smiles, the Friday games, and lunches. We miss the energy and the […]
Investor Reporting Software | Convenience, Simplicity, Easy Access
Most investors seek convenience, simplicity, and easy access (CSE). For traditional financial assets, CSE means daily, weekly, or monthly electronic updates on their investment market values, losses/gains. It means not having to make phone calls to get forms.
