BRAINTREE, Mass.--(BUSINESS WIRE)--With 80 attendees representing more than 45 institutional, private equity and wealth management firms, the 13th Satuit Success Summit returned to Boston this month. Held at the Seaport Hotel, the conference once again offered its users the opportunity to learn about the latest SatuitCRM® features and to participate in group discussions on workflow and business intelligence specific to asset management. The industry specific conference is unique among technology conferences because all users have similar business requirements allowing participants to share ideas with their peers from other asset management firms.
“The Top 10 Forgotten Features was my favorite panel. It was a great refresher...to bring back to the team,” said Ariana Cook, of HGK Asset Management. The Technical Discussion Group got high marks from Ryan Bateman of Sands Capital Management who said there were “great questions that really sparked the conversation.” The tech session gave attendees a chance to interact directly with Satuit’s Chief Technology Officer Josh Weiss.
Client panelists included Gina McBriar of Banyan Partners and Lisa Moyer of Investment Research and Management and Ron Bartosh of Guyasuta Investment Advisors, Inc.
A complete set of presentation materials is available to clients under the Support tab on the website.
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is
the premier provider of cloud-based and On-Premise CRM software
solutions for the Institutional, wealth management, private equity,
hedge fund, real estate and property markets. Satuit has offices in the
United States and the United Kingdom, and serves clients in more than
thirty-five countries. For additional information, visit www.satuit.com.
