Braintree, MA – June 27, 2017 – Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce that GQG Partners has selected SatuitCRM® as their firm’s inaugural Client Relationship Management (CRM) system.
GQG Partners services both the institutional market and investment advisors and were looking for a solution that would work seamlessly for both. GQG Partners immediately recognized SatuitCRM’s® suitability for their institutional clients and prospects but wanted to dig deeper into the functionality for the advisor market. Satuit showed them how they can track advisor networks and fund sales along with institutional separate accounts. They were also impressed by the level of customization available to best suit their team’s needs, as well as easy integration with Microsoft Outlook.
When looking for their CRM solution, GQG Partners was seeking to track their sales pipeline and sales activities, including their formal RFP process. They also sought to improve their internal communication channels to assure seamless communication with their investors. Like so many firms with distributed service teams, GQG Partners wanted to break down silos that impeded investor communications. SatuitCRM® has eased collaboration and increased transparency.
“As we surveyed the available CRM solutions, it became immediately apparent that SatuitCRM® was the best fit for GQG Partners,” said Steve Ford, GQG Partners’ Managing Director of Business Development. “By implementing Satuit, we have gained efficiencies in managing our clients’ evolving financial interests. Our sales process and transparency have improved substantially to everyone’s benefit.”
ABOUT GQG PARTNERS
GQG Partners is a boutique investment management firm focused on global and emerging markets equities. Their primary responsibility is to help their clients secure their financial future, and they endeavor to create a business that is deeply aligned with their clients’ financial interests. Headquartered in Fort Lauderdale, Florida, they strive for excellence at all levels of their organization through a commitment to independent thinking, continual growth, cultural integrity, and deep knowledge of the markets.
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is the premier provider of Cloud-Based and On-Premise CRM, reporting and portal software solutions for the asset management, hedge fund, wealth management, private equity, and real estate markets. Satuit has offices in the United States and the United Kingdom and serves clients in more than thirty-five countries. Satuit Technologies is certified as a women’s business enterprise by the Women’s Business Enterprise National Council (WBENC).