Some of the systems we evaluated were a blank canvas requiring extensive development, while others were designed generically for financial institutions, but would have required significant customization. We can say with great confidence that we made the right choice, and Satuit is the perfect fit for us.
Norwell, Mass. (Vocus) October 8, 2008
In an effort to improve client services, operations and boost sales, Fort Washington Investment Advisors, Inc., a money management and investment company turned to SatuitCRM. The hosted CRM solution by Satuit Technologies is designed specifically for investment advisors and has been critical in helping Fort Washington to improve client services, enhance sales, streamline marketing and consolidate client information and reporting processes.
Prior to SatuitCRM, Fort Washington was using a CRM solution that was designed for the manufacturing industry and required significant customizations to make it work. Because it was difficult to use, the firm experienced low adoption rates, which resulted in incomplete customer information and data stored in disparate and disjointed repositories. Fort Washington needed a scalable and user-friendly CRM solution that could meet their unique requirements, provide enhanced reporting capabilities and synch easily with portfolio accounting and performance systems.
Today, SatuitCRM is the central repository for all client reporting requirements and distribution lists, as well as the main source for institutional client billing information. Fort Washington has been able to use SatuitCRM for everything from scheduling and recording notes to tracking opportunities and sales metrics, and maintaining consistent, clean customer data.
"Satuit is viewed as a mission critical system at Fort Washington, and I come to work every day feeling like I have a system that makes my life easier and more fun," said Margaret C. Bell, managing director of business development for Fort Washington Investment Advisors, Inc. "Being able to manage and access all of our data in an organized manner provides us with better decision-making tools, which allows us to be better marketers. It also gives us a more robust and meaningful sales activity tracking and reporting solution for management."
Bell added, "Some of the systems we evaluated were a blank canvas requiring extensive development, while others were designed generically for financial institutions, but would have required significant customization. We can say with great confidence that we made the right choice, and Satuit is the perfect fit for us."
SatuitCRM is enabling all parts of the Fort Washington to work in an integrated fashion to better serve clients and improve operations. Fort Washington has been able to reduce client-centric mass mailings from two days to a couple of hours, replace numerous Excel spreadsheets stored throughout various departments, and eliminate manual reporting processes. SatuitCRM also provides seamless synching to pertinent applications, including Microsoft Outlook, the company's in-house proprietary billing system, and Money Market Directory, and soon Fort Washington sales representatives will be able to access important information on the road using their Blackberries, SmartPhones and PDA's.
"We realize how important having a reliable and user-friendly sales tracking and customer relationship management solutions are for businesses in the financial sector," said Karen Maguire, CEO of Satuit Technologies, Inc. "That is why our goal is to provide clients with a solution that can meet their current business needs and that is flexible enough to grow with the business as those needs and requirements change. We are pleased to see that our solution is working so well for Fort Washington by helping to maximize its business development efforts, improve communication throughout the organization, and enhance customer service."
About Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. (Fort Washington), founded May 16, 1990, is the money management and primary investment arm of The Western and Southern Life Insurance Company (Western & Southern Life), with more than $27.4 billion in assets1. Fort Washington is a registered investment advisor under the Investment Advisers Act of 1940 as amended registration granted September 1990, and is a wholly owned subsidiary of Western & Southern Life.
As of 3|31|08
1) Does not include Todd Investment Advisors, Inc., a wholly owned subsidiary, with $4.4 billion in assets under management; or Fort Washington Capital Partners Group, a division of Fort Washington Investment Advisors, Inc., with more than $1.5 billion in commitments under management and/or advisement.
About Satuit Technologies
Satuit Technologies, Inc. is a global leader in sales force automation (SFA) and client relationship management (CRM) solutions for 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 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 Satuit Technologies, visit http://www.satuit.com or call 781.871.7788.
For: Satuit Technologies