Leeward Hedge Funds Inc. has selected Satuit Technologies, Inc. to provide customer relationship management (CRM).
Leeward, based in Toronto, Canada, has a client base serving institutional investors, pension funds, fund of funds, family offices and private banks. Leeward says they selected Satuit CRM to integrate their client and prospect information into a single database and provide improved client communications.
“The salesforce.com-like web implementation built upon a robust solution set designed specifically for the investment management industry, really appealed to me,” says Robert Lendvai, the MD 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.”
“The Leeward team is very entrepreneurial and has taken full advantage of Satuit CRM to manage daily and weekly prospect communications,” adds Karen Maguire, the 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.”