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.
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
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
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.
Learn how to find a measurable ROI for your client report automation services, explained by the CRA providers at Satuit.
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),
Learn about how to build an effective vendor management program by utilizing useful features present in the Satuit Platform.
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
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
