Capital Generation Partners has chosen SatuitCRM for the firm’s Client Relationship Management (CRM) platform.
Capital Generation Partners is an investment manager serving ultra-high net worth clients.
The firm included Satuit Technologies in their search for a new CRM solution because they outgrew their legacy platform. CapGen sought a cloud-based solution and a vendor with experience with their business requirements. Chris Wilkinson, Head of Portfolio Analytics, Reporting and Data at CapGen spearheaded the efforts to move to a new CRM. The key requirement was the ability to manage complex relationships and seamless integration with Outlook.
Wilkinson says: “We appreciated Satuit’s knowledge of our industry coupled with a very strong client success team.”
“We are excited to have CapGen join our growing list of UK clients in the wealth and institutional sector. The initial implementation is completed and now we are working with the project team to drive adoption among members of the leadership team,” says Karen Maguire, the CEO of Satuit Technologies.
