BRAINTREE, Mass. -- (BUSINESS WIRE) -- Satuit Technologies Inc., a global leader in client management software for the institutional asset managers, private equity and wealth management firms, held the first of a series of Client Advisor Meetings this week in the heart of Boston. Future meetings will take place in Boston, Salt Lake, and London. The meetings are part of the client outreach program inaugurated by Satuit to allow clients to meet each other and share ideas on the future of SatuitCRM and related products.
The inaugural meeting, attended by twelve of the top asset managers including in the city of Boston opened with a lively exchange on several subjects including Business Intelligence, business systems integration, mobility and management reporting.
Satuit Technologies CEO, Karen Maguire and other key personnel, including CTO Josh Weiss and Product Manager, Xuan Ho moderated the conversations, but the real contributors were the clients who offered insights and ideas about future enhancements to the SatuitCRM platform, which is used by leading asset managers throughout the globe.
Lunch, followed by a discussion about Satuit’s product roadmap and a demonstration of data visualization capabilities rounded out the day’s events at the Boston Common Hotel and Conference Center in Boston.
“Boston is just the beginning,” CEO Karen Maguire explains. “To better serve and inform our clients, Satuit Technologies plans to hold Client Advisor Meetings across the US and UK over the coming year. Our short list includes visits to Chicago, Salt Lake City, London and Palm Beach.”
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is the premier provider of CRM software solutions for the Institutional, wealth management, hedge fund and private equity markets. The company’s proprietary software, including SatuitCRM, SecurePDF, and SatuitSIP (secure portal), enable asset and wealth managers to increase sales, better serve their clients, and reduce costs. With offices in the United States and the United Kingdom, Satuit serves clients in more than thirty-five countries. For additional information, visit www.satuit.com.