Harris Investment Management Utilizes On-Demand CRM

By Tim Clark, Wall Street & Technology

In an effort to grow its business while streamlining its marketing, sales and client service processes, Harris Investment Management has tapped customer relationship management (CRM) services from Satuit.SatuitCRM 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. SatuitCRM is also available as an On-Demand solution that is easy to deploy and enables Harris users to access the software from anywhere via the user-friendly Web interface.

"The Satuit Technologies team has a core competency in the investment management industry, and that experience was built into SatuitCRM," said Richard Dabrowski, senior partner and director of sales and marketing for Harris Investment Management, from a release. "This will help our staff to begin utilizing its many capabilities immediately, which will in turn speed our return on investment."

Harris Investment Management is an affiliate of Chicago-based Harris, an integrated financial service organization providing more than 1,000,000 personal, business and corporate clients with banking, lending, investing and financial management solutions.