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Satuit Technologies

Capital Generation Partners Chooses SatuitCRM for Asset Management CRM Solutions

Satuit Technologies, Inc., a global leader in software solutions for Buy Side asset managers, is pleased to announce Capital Generation Partners has chosen SatuitCRM® for the firm’s Client Relationship Management (CRM) platform. “We are excited to have CapGen join our growing list of UK clients in the wealth and institutional sector. The initial implementation is completed and now we are working with the project team to drive adoption among members of the leadership team” Capital Generation Partners is an investment…

Satuit Technologies Expands Marketing Automation Integrations with SharpSpring Partnership

Satuit Technologies is excited to announce that it has partnered with SharpSpring, an industry leading cloud-based marketing tool to further expand the choices for e-marketing tool integration. Clients who use SatuitCRM plug-in for SharpSpring will eliminate duplicate contact lists, save time compiling and managing new lists and benefit from increased visibility of marketing activities within CRM. Contact lead scores display prominently on contact lists and on the contact form and lead follow up activities are easily…

Satuit Technologies Partners with DocuSign for Secure Investor Portal

Satuit Technologies has partnered with DocuSign to allow clients to streamline the process of preparing, signing, acting on and managing digital agreements through the SatuitSIP Secure Investor Portal. When using the e-signature integration, a recipient can manage forms and signatures within the portal. There is no need to leave the portal interface. Documents requiring signatures are automatically distributed through the portal and are immediately available to the account manager once they are completed. There is no need…

CRM Vendors Embrace AI, Automation to Break Down Silos, Nucleus Research CRM Value Matrix Finds

Leaders Extending Enhanced Analytics Capabilities to Deliver Better Predictive Models and Enhance Usability Productivity takes center stage in the H2 2018 CRM Value Matrix from Nucleus Research. Automation, AI and predictive capabilities deployed in meaningful ways are helping to break down silos, increase usability and simplifying CRM applications across organizations. H2 #ValueMatrix for #CRM shows leaders breaking down silos https://nucleusresearch.com/research/single/crm-technology-value-matrix-2h2018/ “In this…