Skip to main content

Oppenheimer unit live on Satuit CRM platform

Oppenheimer Investment Management (OIM), the Chicago-based equity and fixed income institutional investment manager and subsidiary of Oppenheimer Holdings, has implemented the web-based version of Satuit Technologies' SatuitCRM customer relationship management system for improved client sales, marketing and reporting capabilities.

The SatuitCRM product includes marketing, sales and client service components. Features include tracking and measuring of marketing campaigns to attract new investors

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: https://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Waterstechnology? View our subscription options

Navigating the MarketAxess ICE storm

The Waters Wrap: Most of the discussion surrounding ICE’s MarketAxess buy has focused more on benefits for the front office than the data possibilities.

Most read articles loading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here