Strategies for Successful CRM Implementation | Satuit

CRM Strategies for Success

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 need a strategy that fully supports the initiatives of the sales, marketing, client retention, and management teams.

Satuit Technologies Summer ’21 Product Release

Braintree, MA – July 21, 2021 – Satuit Technologies, a global leader in asset management software solutions has released its v16.2 product upgrade to enhance user experience. This latest release includes new features and updates to SatuitCRM and SatuitSIP investor portal. SatuitCRM SatuitCRM’s enhanced user interface includes updates to dashboard charts, administrator functions, form rule […]

2ndVote Advisers Implements SatuitCRM to Manage Rapid Growth in Investor Demand

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Braintree, MA – May 18, 2021 – Satuit Technologies, a global leader in Buy-Side asset management software solutions, is pleased to announce that 2ndVote Advisers has chosen SatuitCRM for their company’s customer relationship management needs. 2ndVote Advisers provides Exchange Traded Funds (ETFs), separately managed accounts, and other investment products that utilize the proprietary research of 2ndVote […]

CRM Adoption: Why Isn’t Your Software Being Used?

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We speak with many investment professionals who share their frustrations with their current CRM solution. Often the incumbent is a big-name provider (hint: “the Force is with you”). They are frustrated because their CRM does not deliver the promised productivity.

Tier1 Acquires Satuit Technologies to Enhance Buy-Side CRM Capabilities

Tier1 Financial Solutions Aquires Satuit Technologies

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

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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 […]

Why Do CRM Projects Fail?

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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

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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

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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 […]