Satuit
Satuit Technologies, founded in 1994 by current CEO, Karen Maquire, offers Customer Relations Management (CRM) solutions to clients in over 35 countries. They continue to grow over 30 years later by continually incorporating new technologies and strategies into their time-tested solutions. They back their offerings to Financial Advisors with consultations and training at many levels. This ensures the solutions address the client's needs and existing business processes without sapping resources and time from current projects. Satuit Technologies understands the necessity of flexibility for businesses of all sizes and built this into their CRM software. This software integrates into several commonly used tools to avoid process slow down and provides automation for several common steps in business practices. A commitment to excellence backed by initiative and effort is one of the several reasons why Satuit Technologies appears on the list of best Financial Advisors CRM software solutions available today.