Satuit Poised to Continue Success in Finance Vertical

February 9, 2020 - Research U16

SatuitCRM is a client relationship management (CRM) solution designed to simplify the complex relationships and management challenges commonly faced by investment professionals. Nucleus spoke with several SatuitCRM and Satuit Secure Investor Portal (SatuitSIP) users to evaluate the organization’s position within the CRM market and assess the value delivered. Nucleus determined that SatuitCRM is available at a favorable price point and proves valuable for small to medium sized financial management firms looking to enter the CRM market. The solution helps increase user productivity and streamlines client data management; Nucleus found user productivity is increased by 12 to 20 percent on average using Satuit.