Harris Investment Management Selects Satuit Technologies


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SatuitCRM On-Demand provides investment management industry focus to manage the complex relationships that are so prevalent in the asset management and financial services industries.

Norwell, MA and Chicago, IL – November 07, 2006 – Satuit Technologies, Inc., today announced that Harris Investment Management, Inc., (“HIM”) has joined the rapidly growing list of investment management firms to select Satuit as its customer relationship management (CRM) provider of choice.

HIM needed a CRM solution that could scale as its business grows while providing more efficiency, better management and stronger analytics from the marketing, sales and client service processes.

HIM offers a comprehensive range of investment management products and services, as well as convenience, choice and flexibility – all with a single point of contact, backed by a team of experts. To support its business model, HIM sought a CRM solution built for the asset management industry rather than a general-purpose package. This requirement narrowed the options significantly. While there were a few generic CRM solutions available that were enhanced to better serve the asset management industry, even these were not built from the ground up to serve the investment professional.

In the end HIM chose SatuitCRM, the only CRM solution designed and built for investment professionals, by investment professionals. HIM also liked the fact that SatuitCRM was available as an On-Demand solution which is easy to deploy and enables its staff to access the software from anywhere via the user-friendly web interface.

“The Satuit Technologies team has a core competency in the investment management industry and that experience was built into SatuitCRM,” says Richard Dabrowski, Sr. Partner and Director of Sales and Marketing for Harris Investment Management. “This will help our staff to begin utilizing its many capabilities immediately, which will in turn speed our return on investment,” Dabrowski continued.

“Harris Investment Management is a respected name in the asset management industry with a focus on providing a single point of contact to its clients,” said Karen Maguire, chief executive officer for Satuit Technologies. “It’s a strong endorsement for SatuitCRM that they chose us to assist them in maintaining their customer relationships as they continue to grow their business.”

About Harris Investment Management
Harris Investment Management provides investment management services to institutional clients including pension funds, mutual funds and government entities. HIM is an affiliate of Chicago-based Harris, an integrated financial service organization providing more than 1 million personal, business and corporate clients with banking, lending, investing and financial management solutions. Harris is a member of BMO Financial Group. For more information visit: http://www.theharris.com.

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.


Media Contacts:
Dan Dyer Amy Yuhn
For: Satuit Technologies Harris Corporate Communications
513.478.7818 312.461.2478
[email protected] [email protected]

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