Satuit

Tequity Serves as Financial Advisor to Satuit Technologies, Inc., in its Acquisition by Tier1 Financial Solutions

Retrieved on: 
Tuesday, April 27, 2021
Satuit, Wampanoag tribe, Customer relationship management

Termsofthetransactionwerenotdisclosed.\nOn working with Tequity, Karen Maguire, CEO and Founder of Satuit shared "Working with Diane and Anish was a pleasure.

Key Points: 
  • Termsofthetransactionwerenotdisclosed.\nOn working with Tequity, Karen Maguire, CEO and Founder of Satuit shared "Working with Diane and Anish was a pleasure.
  • They kept the project very focused and on track and were exceptionally good at mitigating the stress that goes along with a sale transaction.
  • "\nTier1 Financial Solutions is a leading provider of clientrelationship management ("CRM"), AML compliance, and fraud prevention solutions.
  • For moreinformation,visit www.satuit.com .\nTier1 Financial Solutions is a leading provider of client relationship management (CRM),compliance and fraud prevention solutions.

Tier1 Acquires Satuit Technologies to Enhance Buy-Side CRM Capabilities

Retrieved on: 
Monday, April 26, 2021
Satuit, Wampanoag tribe, Customer relationship management, Marketing, Business, Economy

b'TORONTO and NEW YORK, April 26, 2021 /PRNewswire/ -- Tier1Financial Solutions, a leading provider of client relationship management ("CRM"), AML compliance and fraud prevention solutions, has acquired Satuit Technologies, Inc., a global leader in asset management CRM software solutions.

Key Points: 
  • b'TORONTO and NEW YORK, April 26, 2021 /PRNewswire/ -- Tier1Financial Solutions, a leading provider of client relationship management ("CRM"), AML compliance and fraud prevention solutions, has acquired Satuit Technologies, Inc., a global leader in asset management CRM software solutions.
  • The acquisition allows Tier1 to accelerate its expansion into the buy-side and grow its global footprint.
  • "\n"The asset management CRM industry has been in transition and consolidating for the last several years," said Karen Maguire, CEO and Founder of Satuit.
  • Satuit Technologies is certified as a women\'s business enterprise by the Women\'s Business Enterprise National Council (WBENC).

Tier1 Acquires Satuit Technologies to Enhance Buy-Side CRM Capabilities

Retrieved on: 
Monday, April 26, 2021
Satuit, Wampanoag tribe, Customer relationship management, Marketing, Business, Economy

b'TORONTO and NEW YORK, April 26, 2021 /PRNewswire/ -- Tier1Financial Solutions, a leading provider of client relationship management ("CRM"), AML compliance and fraud prevention solutions, has acquired Satuit Technologies, Inc., a global leader in asset management CRM software solutions.

Key Points: 
  • b'TORONTO and NEW YORK, April 26, 2021 /PRNewswire/ -- Tier1Financial Solutions, a leading provider of client relationship management ("CRM"), AML compliance and fraud prevention solutions, has acquired Satuit Technologies, Inc., a global leader in asset management CRM software solutions.
  • The acquisition allows Tier1 to accelerate its expansion into the buy-side and grow its global footprint.
  • "\n"The asset management CRM industry has been in transition and consolidating for the last several years," said Karen Maguire, CEO and Founder of Satuit.
  • Satuit Technologies is certified as a women\'s business enterprise by the Women\'s Business Enterprise National Council (WBENC).

eSecLending Chooses SatuitCRM

Retrieved on: 
Tuesday, April 13, 2021
Technology, Software, Satuit, Wampanoag tribe, Customer relationship management

b'Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce eSecLending, a market leader in securities lending, has chosen SatuitCRM for their firm\xe2\x80\x99s customer relationship management needs.\neSecLending has offices in Boston, London, and in the current environment, many employees working from home.

Key Points: 
  • b'Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce eSecLending, a market leader in securities lending, has chosen SatuitCRM for their firm\xe2\x80\x99s customer relationship management needs.\neSecLending has offices in Boston, London, and in the current environment, many employees working from home.
  • \xe2\x80\x9cWe appreciated working with the Satuit team to configure a customized CRM system for a very niche company,\xe2\x80\x9d said Dante Malvini, Senior Vice President, Client Relationship Management.\neSecLending welcomed the ease of use as well as the ease of implementation of SatuitCRM.
  • Satuit has offices in the United States and the United Kingdom and serves clients in more than thirty-five countries.
  • Satuit Technologies is certified as a women\xe2\x80\x99s business enterprise by the Women\xe2\x80\x99s Business Enterprise National Council (WBENC).

Top SATUIT Training Resources for 2021

Retrieved on: 
Thursday, March 11, 2021
Software, Banking, Professional services, Data management, Training, Other Construction & Property, Technology, Residential Building & Real Estate, Commercial Building & Real Estate, Construction & Property, Education, Finance, Satuit, Wampanoag tribe, Web conferencing

Satuit Technologies is pleased to announce the launch of "Top User Tips" live webinar series for existing Satuit Users.

Key Points: 
  • Satuit Technologies is pleased to announce the launch of "Top User Tips" live webinar series for existing Satuit Users.
  • Webinars will be recorded and available for download via the Satuit Portal and the integrated knowledge base.
  • Satuit has offices in the United States and the United Kingdom, and serves clients in more than thirty-five countries.
  • Satuit Technologies is certified as a womens business enterprise by the Womens Business Enterprise National Council (WBENC).

Satuit Technologies Releases Autumn 2020 Platform Upgrade

Retrieved on: 
Tuesday, October 6, 2020
Data management, Banking, Technology, Professional services, Security, Other Technology, Software, Other Professional Services, Networks, Mobile, Wireless, Finance, Satuit, Wampanoag tribe

Satuit Technologies is pleased to announce the release of the Autumn 2020 upgrade, which contains significant enhancements to our investor portal and CRM solutions.

Key Points: 
  • Satuit Technologies is pleased to announce the release of the Autumn 2020 upgrade, which contains significant enhancements to our investor portal and CRM solutions.
  • Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM, reporting, and portal software solutions for asset management, hedge fund, wealth management, private equity, and real estate markets.
  • Satuit has offices in the United States and the United Kingdom and serves clients in more than thirty-five countries.
  • Satuit Technologies is certified as a womens business enterprise by the Womens Business Enterprise National Council (WBENC).

Orpheus Partners Adopts Satuit as Asset Management CRM

Retrieved on: 
Tuesday, June 23, 2020
Technology, Software, Marketing, Business, Cloud applications, Computing, Satuit, Wampanoag tribe, Customer relationship management, salesforce.com, Cloud infrastructure, ERP software

Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce that Orpheus has chosen SatuitCRM for their firms Client Relationship Management (CRM).

Key Points: 
  • Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce that Orpheus has chosen SatuitCRM for their firms Client Relationship Management (CRM).
  • Orpheus Partners provides third party marketing and sales services to asset managers.
  • After looking at several CRM platforms including Salesforce, Christopher Renwick, Director, of Orpheus Partners found SatuitCRM was more suited to their requirements and was more user friendly.
  • Satuit Technologies, Inc. is the premier provider of CRM, reporting and portal software solutions for the asset management, hedge fund, wealth management, private equity, and real estate markets.

Capital Generation Partners Chooses SatuitCRM for Asset Management CRM Solutions

Retrieved on: 
Thursday, December 12, 2019
Finance, Professional services, Other Technology, Technology, Software, Economy, Finance, Money, Investment management, Satuit, Wampanoag tribe, Institutional investors, Alternative investment management companies, Customer relationship management, Wealth management, Hedge fund

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 firms Client Relationship Management (CRM) platform.

Key Points: 
  • 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 firms Client Relationship Management (CRM) platform.
  • Capital Generation Partners is an investment manager serving ultra-high net worth clients.
  • Capital Generation Partners is an award winning investment advisory firm to ultra-high net worth clients.
  • Satuit Technologies, Inc. is the premier provider of CRM, reporting and portal software solutions for the asset management, hedge fund, wealth management, private equity, and real estate markets.

Satuit Technologies Releases the Next Generation Investor Portal

Retrieved on: 
Tuesday, October 15, 2019
Software, Technology, Networks, Data management, Computing, Satuit, Wampanoag tribe, Cloud applications, Data synchronization, Online backup services, Software, Digital technology, Dropbox

Satuit Technologies is proud to announce the Autumn '19 release of SatuitSIP Secure Investor Portal.

Key Points: 
  • Satuit Technologies is proud to announce the Autumn '19 release of SatuitSIP Secure Investor Portal.
  • The next generation of investor will not be satisfied with a "dropbox" knock off.
  • "We seek to help our clients enhance their investor communications and retention by allowing them to go beyond simple report delivery.
  • Satuit Technologies is certified as a womens business enterprise by the Womens Business Enterprise National Council (WBENC).

Satuit Technologies Expands Marketing Automation Integrations with SharpSpring Partnership

Retrieved on: 
Monday, August 19, 2019
Marketing, Data management, Communications, Technology, Software, Marketing automation, Satuit

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.

Key Points: 
  • 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.
  • With SharpSpring, your marketing team can effortlessly create, send, and track complex email campaigns and tie those results to lead generation within SatuitCRM.
  • SharpSpring continues to show that it is a leading choice in the cloud-based marketing automation space by winning not one, but three major industry awards so far in 2019 .
  • "We first learned about SharpSpring from one of our clients and were very impressed with the features of their marketing automation offerings.