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?
Streamline Investor Reporting with CRA: Heritage Investors Management
Streamlining Investor Reporting with CRA: A Case Study on Heritage Investors Management Corporation As a wealth management firm, Heritage Investors Management Corporation has been providing professional, personalized investment management to meet individual portfolio objectives. In order to manage the complexity of each client portfolio, they opted to utilize reporting software. Manage Investor Reporting with Satuit’s […]
Carderock Capital Management and Client Systems Integration
Client Systems Integration: A Case Study on Carderock Capital Management Carderock Capital Management, a registered investment management firm, recently found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. This case study delves into an approach to client systems integration. How to Integrate A Legacy […]
The Value an Investor Portal Brings to a Firm and Its Investors
The Value of an Investor Portal The value of an investor portal can extend well past the common misconception that it is only a tool for streamlining investor report delivery. In reality, proper implementation of an investor portal software can bring a new channel for investor engagement, streamlined operations, and support of marketing efforts. How […]
10 E-Marketing Tips for SatuitCRM
Our Top 10 E-Marketing Tips Our industry-leading CRM email management software, SatuitCRM, can ensure that your business implements effective marketing campaigns. Learn about our top tips for e-marketing with our CRM solution. How SatuitCRM Improves Your Email Marketing Campaign Learn how to utilize useful features such as segmentation by contacts, entities, primary function, entity type, […]
An Effective Vendor Management Program | The Satuit Platform
Learn about how to build an effective vendor management program by utilizing useful features present in the Satuit Platform.
Secure Data Exchange Service with SatuitSDXⓇ
Secure Data Exchange Services At Satuit we provide a host of application services including a secure investor portal (SatuitSIP), client report automation (SatuitCRA), CRM (SatuitCRM), and mobile CRM app (Satuit2GO). To ensure that these applications collaborate seamlessly, we additionally provide secure data exchange services with SatuitSDX. Effective Internal Communication Effective internal communication across business platforms […]
Measurable ROI for Client Report Automation | Satuit
Learn how to find a measurable ROI for your client report automation services, explained by the CRA providers at Satuit.
A CRM Checklist for Success: Critical Factors | Satuit
Our CRM Checklist for Success A CRM Checklist for success can ensure that you are deploying your CRM solutions effectively, receiving the full intended benefits. As providers of industry-leading CRM software solutions, we feel it is important to pair your CRM with steps that will give you the highest return on investment. 10 Rules of […]
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.
