Best practices and strategies for CRM software designed specifically for asset management and hedge fund companies was on the menu for over one hundred representatives from global investment companies and asset management firms at the Satuit Technologies User Conference at the Seaport Hotel in Boston recently.
In her opening remarks, Satuit CEO, Karen Maguire noted that 38 percent of current customers are offshore users working in 26 countries. Currently, she said, 75 percent of Satuit's customers have more than one location and nearly 90 percent of all customers use Satuit's hosted services.
The conference included client-led panel discussions with Deborah Forbes of Munder Capital Management and Sonia Keeves of TD Asset Management, providing among other things tips on how to use SatuitCRM.
Monica Fornash, business development and consultant coordinator for Fort Washington Investment Advisors, said her firm is "looking forward to the fall and spring releases of new SatuitCRM features."
Among the topics covered during the conference were how to get the most from your team's CRM strategy and how to streamline and manage marketing and client communication campaign processes.
Last week, Adweek
reported that Satuit hired Strategis, an independent shop in Stoughton, Massachusetts as its first lead agency.
The agency will work with the fellow Massachusetts-based Satuit to "develop a brand image that will "reflect not only who the company is today, but also what the company aspires to be in the future," said Strategis founder and president George Irish.
According to Adweek
, the scope of the work "includes presentations, corporate identity materials, trade show booths, marketing support materials, white papers and case studies as well as a print advertising and direct response campaigns."
Strategis was selected, Adweek
says, based on its overall reputation and past work for various clients, there was no review for the business:
"Billings were not disclosed. Given the nature of the work, a media budget in the $500,000-1 million range is likely."
Earlier this month Satuit, a vendor of Client Relationship Management for the professional investment market, announced that Liontrust International North America, a subsidiary of London-based Liontrust Asset Management, has selected SatuitCRM as the firm's customer, sales and business management product.
David Sims is a contributing editor for TMCnet. To see more of his articles, please visit his columnist page.
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