In order to manage the complexity of each client portfolio, Heritage Investors Management Corporation opted to utilize Satuit’s Client Report Automation solution to produce over
Carderock Capital Management found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. Learn about
Find out how TCG realized that as business continued to grow it would also require asset management CRM and how Satuit helped them do that.
The success of any investment firm relies heavily on its relationships with investors, and an efficient CRM is the backbone of managing those relationships. Aside
The second quarter of the year has ushered in some exciting updates for Satuit users. With the release of versions 17.4, 17.3, and 17.2, Satuit
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Having the right tools can make all the difference in the financial world. This was the core theme of our recent webinar, where Jamie Plassmann,
Achieving CRM success requires a broad approach, including customer satisfaction, data management, operational efficiency, sales performance, and business growth. With a CRM system, organizations can
Remaining at the forefront demands leveraging cutting-edge technologies to enhance operations and drive expansion. Asset managers and financial advisors can significantly boost investor engagement and
Your CRM fuels your firm’s ability to cultivate, manage, and enhance relationships.. With a propensity for customer-centricity, data-driven decision-making, and agile adaptation to market dynamics,
