New CRM platform for Fort Washington

Fort Washington Investment Advisors, the money management and primary investment arm of The Western and Southern Life Insurance Company with more than $27 billion under management, has implemented the SatuitCRM platform. According to Satuit, the hosted CRM application, designed specifically for investment advisors, has been helping Fort Washington to improve its client services, enhance sales, streamline marketing, and consolidate client information and reporting processes. Prior to the impl

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