News : Integre Advisors LLC Selects SatuitCRM Software
Braintree, Mass., April 21, 2014 -- Satuit Technologies, Inc., a global provider in software solutions for the professional investment markets, is pleased to announce that Integre Advisors LLC has chosen SatuitCRM(R) software for its growing institutional and private client business.
When looking for their CRM solution, Integre Advisors was seeking a product tailored to the specific needs of their institutional investment firm where each relationship included dozens of contacts, each with different roles. With SatuitCRM, Integre can now easily track the movements of contacts from one firm to another, manage address changes, organize email communications, and communicate with their back-office portfolio accounting system, and manage reporting to clients.
"We wanted to be able to streamline our databases where client information would be readily available across the board for our managers," says Jeannie Woo, VP of Operations at Integre. Jeannie continued, "The email component and mail merge was a plus for our Operations side of things. SatuitCRM knows how to recognize the Business first and not just the contact making it a smarter database."
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Expect Shrinkage
About Satuit Technologies, Inc:
Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM software solutions for the Institutional, wealth management, private equity, hedge fund, and real estate and property markets. Satuit has offices in the United States and the United Kingdom, and serves clients in more than thirty-five countries.
Published: Tuesday, April 22, 2014
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