Capital Dynamics Selects Satuit Technologies as its Customer Relationship Management Solution Provider

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SatuitCRM chosen over competing CRM solutions due to its focus and strength in serving the asset management industry

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Satuit fulfilled all the requirements that we were looking for in a CRM solution

Satuit Technologies , a leader in customer relationship management (CRM) solutions for the professional investment market, today announced that Capital Dynamics has selected SatuitCRM software to facilitate the progress and organization of its sales, marketing and client services teams.

SatuitCRM provides a single interface solution that will help Capital Dynamics manage its tightly targeted marketing database, long and information intensive sales cycles, and high touch business-to-business clients.

“Satuit fulfilled all the requirements that we were looking for in a CRM solution,” said Chris Bourdeu, project manager for Capital Dynamics. “SatuitCRM’s exclusive focus on asset management and strong growth within our industry lessened the fact that Satuit is a relatively young firm. The software is thought through and easy to use, and Satuit’s support team really went the extra mile to understand our business and our needs.”

Since deploying SatuitCRM, Capital Dynamics has seen an increase in the ability of its sales people and management to efficiently allocate resources and compensation. It has also facilitated management reporting by eliminating the need for time-consuming customization of the contact management databases while allowing for easier access to historical information and activities.

Capital Dynamics evaluated a list of 10 to 12 CRM applications, ultimately choosing SatuitCRM over the likes of Microsoft Dynamics CRM 3.0, iTrust and Saratoga.

Bourdeu added, “Our biggest challenge with finding a CRM solution was the fact there are so many providers on the market, from very basic web-based interfaces to full scale consulting services re-defining entire workflows. SatuitCRM was most impressive in its ability to point us to references that share our same business interests. All of them confirmed that Satuit really understands the asset management business.”

Updates to SatuitCRM’s software regularly incorporate the suggestions and requirements of asset managers, which has allowed the program to meet the specific and varied needs of companies in the industry. SatuitCRM’s interaction with the Money Market Directory and other pension fund databases, as well as integration with Microsoft Office applications, were among the other reasons why Capital Dynamics selected the application.

“We are pleased to be able to work with Capital Dynamics to support the growth of its business,” said Karen Maguire, chief executive officer of Satuit Technologies. “Our customers appreciate our experience and our understanding of their industry. Because we focus on providing a CRM system specifically for the financial services industry, our system is flexible and is capable of meeting their needs today, as well as in the future.”

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 or call 781.871.7788.

About Capital Dynamics
Capital Dynamics is a world-leading, independent asset management firm exclusively focused on private equity. Capital Dynamics offers institutional investors and family offices a wide range of private equity products and services: fund of funds, co-investments with leading private equity houses, secondaries, separate account solutions and structured private equity products. With 20 years of experience, Capital Dynamics oversees over USD 20 billion of client capital committed to the funds of leading private equity managers.

Headquartered in Switzerland and with offices in New York, San Francisco, London, Birmingham and Hong Kong, Capital Dynamics is active in all major financial markets. Its client list includes some of the world’s largest insurance companies and pension funds.

Media Contact:
Dan Dyer
Tier 1 Public Relations
For: Satuit Technologies
Phone: 513-478-7818
E-mail: ddyer @

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