Institutional Asset Management
Satuit Technologies offers an innovative CRM solution for institutional teams. We know finding new institutional clients is labor-intensive and keeping those clients means meeting stringent compliance and reporting requirements.
Success requires a strong team and tools to manage institutional sales and client service.
The edge needed to keep existing clients and find new ones.
Introducing the Satuit Platform. CRM and Investor Portal Solutions Custom Built for You.
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
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.
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.
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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.