Satuit Technologies: Premier Provider Of CRM Software Solutions For Investment Management Professionals

Satuit Technologies

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Based in Braintree, Massachusetts, Satuit Technologies, Inc. is a global leader of Cloud based or on-premise client relationship management (CRM) and reporting software for the asset management market. Founded in 1994, the CRM software provider has now become a leader for buy-side CRM and currently serves over 350 clients in more than 35 countries. The software of Satuit Technologies provides support for sales, lead management, client service, retention, compliance and client reporting.

Satuit and its software have been the recipient of numerous recognitions and awards over the years, including the Boston Globe’s for ‘Top 100 Women-Led Businesses in Massachusetts’, Waters Technology Buy-side Technology Awards, the ‘Inc. 5000’ etc.  Satuit Technologies is certified as a women’s business enterprise by the Women’s Business Enterprise National Council (WBENC), the nation’s largest third-party certifier of the businesses owned and operated by women in the U.S.

Focused exclusively on the investment management industry, Satuit Technologies’s CRM, portal and reporting software offer a complete front office solution delivered at a fixed price to drive improved efficiency, compliance and results for sales, client service and client reporting teams. Satuit’s implementation includes software, support, configuration services, and training that can typically be completed in less than half of the time of other vendors, allowing customers an immediate return on their investments.

Women of Substance & Vision

Karen Maguire, the Founder & CEO of Satuit Technologies, Inc. started her financial career working in the early days of computerized performance analytics. Her interest in using technology to solve business problems led her to develop innovative ways to use technology for better management of  her sales pipeline as well as track her business relationships long before CRM became an essential tool for sales and client management. Through her pioneering work with technology, Karen became the driving force behind initiating Satuit Technologies.

Prior to founding Satuit, Karen headed a sales consulting firm focused on the institutional asset management industry. Her clients included many of the world’s largest and most successful fund managers. Karen has previously held the position as the Managing Director of Marketing for the Bank of Boston’s institutional investment division, Dewey Square Investors and has extensive experience in institutional investment sales.

Remarkable Range of Fintech Solutions

Satuit Technologies offers a wide range of tailor made products for categorical sectors of the institutional asset management market. Following mentioned are some of its offerings.

  • SatuitCRM® is a complete front office CRM solution built to manage complex and multi-tiered relationships to service clients that demand timely and accurate information. Their service includes software licensing, support, configuration, and training as well as integration with other key industry software. This CRM has been enhanced constantly, by utilizing the team’s industry experience and feedback from its clients.
  • SatuitCRA® Report Packaging makes it possible to streamline the often expensive and labor-intensive process of preparing reports for clients. With Satuit’s solution, the user’s administration team can customize and publish complex reports for its clients. These packages can be easily customized for individuals, groups and interested third parties and they can be set to run on a specific date.
  • SatuitCRA Investor Portal offers a secure platform that provides an easy to use and cost-effective solution for the delivery of content to clients. The software is integrated with key back-office software and offers an elegant e-delivery solution and data portal. Investors can securely access and download reports, tax forms, bulletins, and other content. They can also see their portfolio data (holdings, subscriptions, redemptions, performance) from the manager’s portfolio accounting system, contact their relationship manager and update their personal details in real time.

Highlighting Features of Satuit Products

Comprehensive CRM Platform: Intuitive CRM software is developed for buy-side investment professionals, including institutional asset managers, private equity, wealth managers, and hedge funds to track clients, prospects, interactions, and activities.

Client Reporting: By using Satuit products, users can streamline their client reporting processes, automate many manual functions, and save time while reducing errors.

Mobility: Users can access their appointments, sales opportunities and client data in real time. Additionally, mapping is integrated to find and locate a client’s address on any mobile device and then identify opportunities for other nearby meetings.

Building and Maintaining Strong Client Relationships

Satuit sets itself apart from the pack by having in-depth knowledge of its clients’ businesses and operations. The team has gained in depth insights with its 24+ years of industry knowledge and garnered appreciation from their clients. Satuit’s goal is to allow users to spend more time on client facing, revenue generating activities, rather than spending time in installation and running the software. Also, by having such a tight focus on buy-side asset managers, the team only spent their time for developing features to benefit their customers. This includes integrations with key industry vendors for portfolio management, email marketing, client reporting and data providers. This allows them to spend less time bouncing between different systems by having everything in one central place.

Future Challenges & Expected Solutions

Sharing her strategies and future plans, Karen asserts, “The challenges we see on the horizon are consolidation among our clients and within the FinTech industry. We are addressing these challenges by assuring that our software is fully adopted by the users and by partnering and integrating with other vendors in our space. We want to play nicely in the sandbox with all the other parties.”

Words of Wisdom

Karen recommends that budding entrepreneurs focus on finding potential clients for their businesses in order to financially grow in their businesses.  Too  many early stage founders  focus on spending assuming that “if I build it they (earnings) will come”.  Additionally, entrepreneurs must possess the tenacity  to keep on moving ahead despite pitfalls and failures. For new venturists, it is expedient to hire professionals right from the beginning in developing a detailed road map to manage the budget and receivables.

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