Satuit Technologies

07/30/2025

We are looking to find a Professional Services Consultant to the Satuit Technologies team. This is a unique role where an individual would be able to keep their hands in a technological capacity while still actively engaging with clients. Feel free to share if you know anyone who might be a good fit.

  We are looking for a client facing Professional Services Consultant to configure, implement and integrate company software into our client base. This is a highly visible, client facing role that involves building relationships, understanding needs, and providing support or solutions. Pri...

03/09/2023

How can an asset management CRM become more than just a data repository? The five-phase Satuit CRM Maturity Model allows firms to expand on data to perform risk analysis, understand relationships and evaluate the effectiveness of the strategies behind their marketing and sales teams.

How can an asset management CRM become more than just a data repository? The five-phase Satuit CRM Maturity Model allows firms to expand on data to perform…

12/02/2021

Are you taking the necessary precautions for preventing CRM project failure? Find out how your company can avoid common failures often encountered with CRM projects. Learn more:

11/30/2021

Satuit Technologies along with Tier1 Financial Solutions and Alessa, by Tier1 Financial Solutions, are very excited to be named to Harrington Starr's 2021 Top 1% Workplaces Awards. Congratulations to our entire team! The full list can be found in the latest issue of The Financial Technologist. https://bit.ly/3EhEFtG

11/17/2021

Our SVP of Client Success, James Plassmann explains how success in asset management depends on CRM tools that foster firm-wide collaboration and provide a broader view of client relationships. https://bit.ly/3DuoVDA

11/10/2021

User engagement is not merely a "nice to have", it is the key metric of success when implementing an investor portal. Drive the successful launch of your investor portal by following our 5 steps. Learn More: https://bit.ly/3yvfXT5

10/28/2021

Have you taken the Relationship Management Trends survey yet? Share your insights on what trends and challenges you see for 2022! Get exclusive first access to the results which will include in-depth interviews with industry experts! https://bit.ly/3bkwss4

10/27/2021

Is your company involved in a CRM roll-out or frustrated by the return on investment in your CRM? Access the following checklist to help get your company's CRM project on track (or back on track). Read More: https://bit.ly/3mmapYp

10/19/2021

If report delivery is the sole function of your firm's investor portal, you may be missing an important new channel to drive investor engagement, streamline operations, and support marketing efforts. Read more: https://bit.ly/3DVu0o1

10/12/2021

Satuit Technologies is excited to announce we have partnered with Versoft Consulting to release VAAS Connect. Learn More:

BRAINTREE, MA, October 12, 2021 – Satuit Technologies by Tier1 Financial Solutions (“Tier1”), a global leader in CRM, AML compliance, and fraud prevention solutions, has partnered with Versoft Consulting to bring enhanced integration to the Satuit product suite and industry-leading portfolio a...

10/06/2021

Has your company implemented an investor portal only to find out that your investors don’t log in? Satuit Secure Investor Portal lets you effortlessly track investor engagement and drive portal adoption. Learn more:

"Build it, and they will come..." - Bill Durham/Field of Dreams. Has your company implemented an investor portal only to find out that your investors don't log in? Is a "failure to launch" proof investors are not interested in using a portal?