Cornerstone Management Inc. Leverages SatuitPackMan to Streamline its Client Reporting Process

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With SatuitPackMan, Cornerstone has reduced the processing time from several weeks down to only three days, allowing them to get reports in the hands of their clients far more quickly.

SatuitCRM - for professional investment markets

I was so happy I actually cried when it worked

Satuit Technologies Inc., a global leader in software solutions for the professional investment markets, announced that Cornerstone Management Inc. has successfully implemented SatuitPackMan to help manage the firm’s client reporting process.

Before deploying SatuitPackMan, Cornerstone noted that its quarterly client reporting process took a fully-staffed team several labor intensive weeks to implement. With SatuitPackMan, Cornerstone has reduced the processing time to three days, allowing them to get reports in the hands of their clients far more quickly.

“I was so happy I actually cried when it worked,” said Cheryl Cunningham, Senior Trust Administrator at Cornerstone Management Inc. “SatuitPackMan has streamlined a cumbersome process into one that creates a tangible benefit for us and for each of our clients.”

SatuitPackMan automates the creation of customized report packages and may be used for all manner of client communications. The software allows a user to set up a profile for each client contact and for each package type that contact is due to receive. SatuitPackMan offers the option to pull content from a variety of sources, including Advent Axys and APX, MS Office documents to a single PDF. Satuit also provides SecurePDF, a plug-in to allow secure transmission of those files to clients.

“We often hear how much time SatuitPackMan saves every month. We are pleased to know that the software helps our clients be more responsive to their clients’ expectations. It’s a win-win,” said Steve Hempel, responsible for PackMan Product Strategy. The PackMan product was purchased by Satuit Technologies in March 2010.

“We were so impressed with the PackMan product, we bought it, and we are delighted to see how clients like Cornerstone have gained from it,” said Satuit CEO, Karen Maguire.

ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is a global leader in software solutions for the professional investment markets. The company’s proprietary software, including SatuitCRM, Satuit Packman, SecurePDF and Secure Investor Portal enable asset management and wealth managers increase sales, better serve their clients, master information-intensive business relationships, and reduce costs. With offices in the United Sates and the United Kingdom, Satuit serves clients in more than a dozen countries as well as every major financial center. For additional information on, visit http://www.satuit.com.

Media Contacts:
Dan Dyer                        
Public Relations Manager                
513.478.7818                            
ddyer at tier1pr dot com

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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