Nucleus Research Reports on SatuitCRM for Investment Professionals


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Norwell, MA – March 6, 2007 – According to the results of independent research conducted by Nucleus Research (, Satuit Technologies “differentiates itself by its deep vertical process knowledge and fixed-cost implementations.” Satuit offers a SaaS (software as a service) solution bundled with industry best practices in its out-of-the box configurations. Clients can implement Satuit’s custom software solution in as little as 2 weeks.

“Unlike some other CRM solutions that are built to support multiple industries and then customized for different verticals, SatuitCRM was designed and built by investment professionals, for investment professionals,” said Rebecca Wetteman, vice president of Nucleus Research. “This means that SatuitCRM, out-of-the box, provides investment professionals a solution with inherently less risk, and requiring less training, which can provide faster payback and higher Return-on-Investment (ROI),” Wetteman continued.

SatuitCRM includes modules that address Sales, Marketing and Clients Services. According to Nucleus Research SatuitCRM, “enables its clients to reduce costs, improve sales and marketing productivity, manage large amounts of information, and maintain positive business relationships.”

The report further states that, “As organizations look beyond basic contact and pipeline management, particularly in business-to-business realms such as financial services and energy, vendors such as Satuit offer an attractive proposition because of the business process knowledge and implementation expertise they can bring to the table.”

“We are extremely pleased that our continued focus and commitment to the investment professional market is garnering praise from such a respected and independent research firm like Nucleus Research,’ stated Karen Maguire, Chief Executive Officer for Satuit Technologies. “This underscores the rapid growth we’ve experienced over the past few years and encourages us that this growth will continue into the foreseeable future.”


About Nucleus Research
Nucleus Research is a global provider of IT advisory and research services that provides CFOs, CIOs and their staffs with the real-world information they need to maximize the business returns from their technology investments, including successfully executing their IT deployments and determining the business value of their initiatives. For more information, visit

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. Satuit Technologies was founded in 1994 and is privately held. For additional information on Satuit Technologies, visit: or call 781.871.7788.
Media Contacts:
Dan Dyer
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Satuit, SatuitCRM and Satuit Corporate logo are trademarks of Satuit Technologies, Inc. All other trademarks or registered trademarks are properties of their respective owners.

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