Norwell, MA and Cincinnati, OH – May 22, 2007 – Satuit Technologies, Inc., today announced that Fund Evaluation Group LLC (FEG), a provider of advisory services to institutional investment clients, has joined the rapidly growing list of Investment Professionals to select Satuit as its customer relationship management (CRM) provider of choice.
After a thorough evaluation of various vendors and solutions from very simplistic project management tools to robust CRM solutions, the final decision was between Microsoft CRM and SatuitCRM.
“We chose Satuit Technologies because of their focus on the financial services industry, and our ability to use their product ‘out-of-the box’ to meet a high level of our needs,” reports Anthony Festa, CFA,® Managing Principal at Fund Evaluation Group. “We are looking to streamline our client communications, manage our complex client relationships – committee members, board members, etc. – and more effectively evaluate our sales opportunities “pipeline.”
Additionally, FEG chose the On-Demand delivery of SatuitCRM over the On-Premise option, which will further speed their return-on-investment (ROI) by allowing FEG to begin utilizing the solution almost immediately with little capital expense or implementation resources.
“We are proud to be selected by Fund Evaluation Group and look forward to helping them streamline and improve client communications through the utilization of SatuitCRM,” said Karen Maguire, chief executive officer for Satuit Technologies.
About FEG
Fund Evaluation Group, LLC (FEG) specializes in providing institutional clients (not-for-profits, corporations, Taft-Hartley, public funds and high-net-worth individuals) with a spectrum of objective, investment advisory solutions ranging from full-service, non-discretionary consulting (FEG/Consulting) to a discretionary service (FEG/Advisors). Areas of expertise include investment policy statements, asset allocation, asset-liability studies, portfolio construction, investment manager and custodian searches (traditional and alternative investment, including direct placement and fund-of-funds), fee and commission analysis, performance reporting and trustee education. FEG has been providing investment advisory services since 1988 and currently advises on approximately $32 billion in assets for over 150 full-service clients. FEG is 100% employee owned and is headquartered in Cincinnati, Ohio with offices in Indianapolis, Indiana; Detroit, Michigan; and Rexburg, Idaho. For more information visit http://www.feg.com or call 513-977-4400.
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. For additional information on Satuit Technologies, visit: http://www.satuit.com/ or call 781.871.7788.
