Through years of experience and partnerships with leading companies in the industry, we have developed a wide range of resources, which we are happy to share with you. Browse the categories below to learn more about industry thought leadership, expert opinions, and Satuit platform results.
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.
If you are considering adopting a portal or upgrading your existing portal, look for a solution that provides substantial value-added benefits to your investors.
At Satuit, our goal is to track and interact with key vendors more effectively so that we can avoid “preventable vendor failure.”
The Satuit product they chose, SatuitCRA™, is a comprehensive Client Report Automation solution for creating personalized reporting packages for clients and their advisors.
Carderock began discussions with their Satuit Support team about the possibility of moving from their legacy CRM and report packaging products (from two different vendors),
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Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.