Buy-Side Technology Awards 2016: Best Buy-Side CRM Platform—Satuit Technologies
Satuit Technologies joins the winner's circle for the first time for its SatuitCRM platform.
Dedicated to the buy side since its inception in 1994 by a team of asset management veterans, Massachusetts-based Satuit Technologies has developed a solution that delivers both the essential functionality of a CRM platform and meets the specific requirements of the asset management industry, supporting five primary processes: compliance, sales and marketing, consultant relations, client retention, and client communications. Asset management client relationships have evolved in recent years in terms of scope and complexity to a multi-tiered dynamic, with clients demanding timely and accurate information from their fund managers. SatuitCRM has built on its collective industry insight and experience to offer a complete front-office CRM platform that can be delivered either as a hosted (SaaS) application or rolled out in a more traditional on-premises fashion, to keep pace with client demand in terms of delivery mechanism and functionality.
Those significant elements to the buy side are approached head-on by SatuitCRM. Integration with Microsoft Outlook, enabling users to track all of the key touch-points with clients, facilitating the sharing of documents, and the ability to send out “blast mails,” have all been acknowledged and added to the platform’s capabilities. Integration with the back office is also an important element for efficient CRM and Satuit provides a centralized point for everything that touches the client.
Advanced data and analytics now play a vital role in efficient customer relationship management and this is where Satuit’s foundational, industry-specific data model shines, with capabilities built on top of it for integration, analytics, reporting and visualization. The visualization tools and dashboards allow decision-makers to visualize and analyze key metrics; a new investor portal allows users to distribute data and accrue benefits in terms of communication, brand and compliance; and data integration initiatives, which for many clients means SatuitCRM acts as central data hub for all documents, activities, sales and account information, are now also part of the platform.
Security and data protection have also been a keen focal point for the vendor over the past 12 months: Satuit has moved to state-of-the-art datacenters located in Canada; it has appointed a dedicated full-time chief security officer; and has further strengthened its security organization, processes and technology.
Integration with the back office is also an important element for efficient CRM and Satuit provides a centralized point for everything that touches the client.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Witad Awards 2025: The Sandra Villena Unsung Heroine Award—Louise Hopkins, Moody’s
Louise Hopkins, product director on the customer experience and innovation team at Moody’s, wins the Sandra Villena Unsung Heroine Award in the 2025 Women in Technology and Data Awards.
Women in Technology & Data Awards 2025 winner’s interview: Kaja Zupanc (Duco)
Kaja Zupanc won the Data science professional of the year (vendor) category in the 2025 Witad Awards.
Witad Awards 2025: Risk professional of the year—Anne Leslie, IBM Cloud
Anne Leslie, cloud risk and controls leader for EMEA at IBM, wins risk professional of the year in the 2025 Women in Technology and Data Awards.
Women in Technology & Data Awards 2025 winner’s interview: Maureen Downs (Connamara Technologies)
Interview with Connamara Technologies co-founder, Maureen Downs.
Buy-Side Technology Awards 2024 winner’s interview: FactSet
Video discussion on FactSet’s trio of wins in the 2024 BST Awards
Witad Awards 2025: Vendor professional of the year (business development)—Ripple Bhullar, Kyndryl
Ripple Bhullar, vice president, head of US capital markets and diversified, at Kyndryl, wins vendor professional of the year (business development) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Technology leader of the year (vendor)—Mary Cecola, Broadridge Financial Solutions
Mary Cecola, CTO for asset management at Broadridge Financial Solutions, wins technology leader of the year (vendor) in the 2025 Women in Technology and Data Awards.
Witad Awards 2025: Trailblazer (Lifetime achievement) award (vendor)—Maureen Downs, Connamara Technologies
Maureen Downs, co-founder and chair of Connamara Technologies, wins the Trailblazer (Lifetime achievement) award (vendor) in the 2025 Women in Technology and Data Awards.