Satuit Technologies Announces 2006 User Conference

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Investment professionals from five countries expected to converge to exchange ideas and discuss industry trends and their impact on Customer Relationship Management (CRM).

Satuit Technologies, Inc., the fastest growing provider of customer relationship management (CRM) solutions for investment professionals, today announced that its annual user conference will be held June 6, 2006 at The Colonnade Hotel in Boston, Ma. Professional Investment clients from five countries are expected to attend this annual event, to share experiences and insights while learning about major functionality either recently delivered or planned for the future.

“This is a unique conference within the CRM space because it allows users who share similar professional responsibilities to exchange ideas and talk about industry trends, and how these trends impact their use of CRM,” reports Karen Maguire, Chief Executive Officer of Satuit Technologies. “It is also a great opportunity for our investment professional users to share first hand experiences and provide direct feedback on our SatuitCRM product and ideas for enhancements.”

Maguire will open the conference with a welcome presentation and share Satuit’s business strategy, and growth plans including how this impacts Satuit’s products. Njal Larson, Senior Vice President of Product Strategy will then provide review of major functionality enhancements in Satuit CRM 10.1-10.3, and present planned enhancements for SatuitCRM 10.4 and beyond.

Guest presentations are also on the agenda, one by Asset Management CRM specialist consultant Anne Whitty, How To Herd Cats, which will provide tips for deploying CRM in the asset management industry. And, client presentations by Maura McNulty of Cramer Rosenthal McGlynn and Ted Furth of Brandywine Asset Management speaking about their CRM project and how they are using SatuitCRM to manage sales, consultant relations and new client take-ons.

Additional agenda items include partner presentations by Bluespring Software, Satuit’s Business Process Management partner, and Warren Systems, Satuit’s back office integration partner.

Breakout sessions on the agenda include:

·    E-distribution – Mass mail and mass e-mail on steroids: How to take your marketing and client communications to a whole new level

·    SatuitCRM Client Module - Getting your client data under control: Discussion of new functions and best practices for the SatuitCRM client module (setting up accounts; reporting requirements; asset import tools)

·    Application Integration and Extension – Maximizing your investment: Discussion on integrating SatuitCRM into your organizational infrastructure.

Rounding out the Agenda will be a presentation titled: Using SatuitCRM on the Road!

About Satuit Technologies

Satuit Technologies, Inc. is a global leader in sales force automation (SFA) and client relationship management (CRM) solutions the professional investment market. The company’s SatuitCRM system was designed to enable asset management and hedge fund companies to increase sales, better serve their clients, master information-intensive business relationships, and reduce costs. With offices in the United States and the United Kingdom, Satuit serves clients in more than a dozen countries as well as every major financial center. Satuit Technologies was founded in 1994 and is privately held. For additional information on Satuit Technologies, visit: or call 781.871.7788.

Media Contacts:

Dan Dyer                        

Public Relations Manager                


Satuit, SatuitCRM and Satuit Corporate logo are trademarks of Satuit Technologies, Inc.

All other trademarks or registered trademarks are properties of their respective owners.


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