at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Satuit Technologies
Satuit Technologies is a global provider of client relationship management (CRM) and reporting solutions for the professional investment market, focusing on asset management, wealth management, hedge funds, and institutional investors.
Email: info@satuit.com
Phone: +1 781 871 7788
products
-
SatuitCRM
CRM solution specifically designed for investment professionals, featuring investor management, contact management, activity tracking, marketing list management, client reporting, client portal, and mobile access. Offers both cloud and on-premise deployment options.
-
SatuitCRM Mobile
SatuitCRM Mobile offers mobile meeting management specifically for investment professionals, with features for preparing meeting briefs, capturing meeting notes, associating notes with opportunities, logging calls, creating follow-up tasks, and accessing client information offline.
-
SatuitCRM with Marketing Automation
Provides marketing automation for fund distribution teams, including campaign workflows, sales tracking, compliant email distribution, lead nurturing, and integration with fund databases and outlook.