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Leeward Hedge Funds Selects Satuit Technologies
Satuit Technologies, Inc., announced that Leeward Hedge Funds Inc., (“Leeward”) has joined the rapidly growing list of investment professionals to select Satuit as its customer relationship management (CRM) provider of choice.
Leeward, an alternative asset management company based in Toronto, Canada, has a broad client base serving high net worth individual, institutional investors, pension funds, fund of funds, family offices and private banks. To support future growth plans, the firm was looking to replace its existing Maximizer CRM solution, which is not web-based- and was not designed nor built for the investment management industry. They were also looking for a more user-friendly interface.
Following several months of research and reviewing a handful of CRM solutions, Leeward determined that Satuit Technologies best met their requirements. Along with solving the problems mentioned above, SatuitCRM supports the integration of all Leeward’s client and prospect information into a single database and provides improved client communications with extensive tracking.
“The salesforce.com-like web implementation built upon a robust solution set designed specifically for the investment management industry, really appealed to me,” reports Robert Lendvai, managing director at Leeward Hedge Funds, Inc. “In addition, the integration with best-in-class email marketing engine and strong customer references also proved to be determining factors,” Lendvai continued.
"The Leeward team is very entrepreneurial and has taken full advantage of SatuitCRM to manage daily and weekly prospect communications," said Karen Maguire, chief executive officer for Satuit Technologies. "It's fun to see a client really run with our product. We look forward to assisting Leeward grow their assets under management through improved out bound sales and marketing communications."
