In the investment and asset management sector, seamless application integration is necessary to maintain and improve client relationships, drive efficiencies, and make informed decisions.
Firms that are ahead of the curve consistently align the CRM as their data hub, while creating more automated integration “spokes” to the rest of their application ecosystem. Satuit’s SDX allows a typical business user to create custom import and export templates, as well as schedule critical imports and exports, with a no-code, wizard-like interface.
This white paper gives an in-depth overview of Satuit’s Secure Data Exchange (SDX) options with real-world examples, demonstrating how it can greatly enhance your firm’s operations and drive superior outcomes.
