Satuit Technologies, Inc., the global leader in cloud based reporting and CRM for investment professionals is pleased to announce that the wealth management firm, Cedar Hill Associates, has selected SatuitCRM® for their firm’s use.
The Chicago based firm provides investment advisory services and specializes in building sound, long-term plans for their clients, requiring that they have and share a unified picture of each client’s needs. A CRM system is a valuable tool in this. Cedar Hill’s Principal in Operations, Debbi Frenzel, commented, “We weren’t really looking for a new CRM solution, but our previous CRM software wasn’t working for us”. After seeing SatuitCRM, she explained they made the decision to change: “We liked the integration to our other systems, Advent and PackMan, and SatuitCRM allows us to consolidate our systems to make it easier to use.”