Case Study: The Corundum Group achieves efficient wealth management and client portal deployment with Satuit Technologies

The Corundum Group accelerates portal rollout in 3 weeks with Satuit Technologies

The Corundum Group, a registered investment advisor overseeing over $1 billion in assets, was seeking a client portal and document vault to improve information accessibility for its clients. As the business grew, it also identified a need to deploy a CRM system. The challenge was to find a technology solution that could be rolled out efficiently across the organization, a process for which they initially set an 18-month timeline.

Satuit Technologies implemented its SatuitCRM and SatuitSIP investor portal software solutions. The cloud-hosted service allowed for a rapid and full roll-out, which was accelerated due to the COVID-19 pandemic, with 80% of client reports uploaded in just three weeks. The solution provided greater productivity and organization for The Corundum Group and allowed them to satisfy a younger client base with sophisticated technology. Satuit's training and support ensured a smooth transition to the new systems.

The Corundum Group