Banking CRM

Response
Distribution
0Reviews

Satuit Technologies

Satuit

Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.  Our products: SatuitCRM®, Satuit2GO®, SatuitCRA Client Report Automation and Secure Investor Portal enable asset and wealth managers to increase sales, improve client service, and reduce costs.

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Composite Score

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CX Score

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Emotional Footprint

Emotional
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Likeliness to Recommend

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Banking CRM

Response
Distribution
0Reviews
Category Features
  • Account and Contact Management
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  • Activity and Workflow Management
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  • Analytics and Reporting
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  • Collaboration
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  • Customer Service Management
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  • Industry Specific Functionality
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  • Lead Management
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  • Marketing Management
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  • Quote Contract and Proposal
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  • Sales Management
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  • Telephony and Call Center Management

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