Navatar Asset Management Cloud Overview

Navatar-asset-management-cloud enhances fundraising, investor relations, and portfolio management. It transforms ordinary advisors into leading investment firms.

Use Cases

Customers recommend Pipeline Management, Sales Review & Feedback, Lead Tracking, as the business use cases that they have been most satisfied with while using Navatar Asset Management Cloud.

Other use cases:

  • Workflow Management
  • Deal Management
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Navatar Asset Management Cloud Use-Cases and Business Priorities: Customer Satisfaction Data

Comprehensive Insights on Navatar Asset Management Cloud Use Cases

What benefits does Navatar Asset Management Cloud offer for Sales Review & Feedback?

Case Studies

CASE STUDY Clearsight Advisors

Navatar helps Clearsight Advisors improve business development in the M&A sector. The platform lets them use automation and intelligence tools to track prospects and grow their business. Clearsight A...dvisors uses Navatar to manage multi-channel marketing campaigns and nurture client relationships. This gives them a competitive advantage in finding and winning new clients.

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Navatar Asset Management Cloud Features

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FEATURE RATINGS AND REVIEWS
Custom Reports

3.91/5 ★

Read Reviews (3)
Analytics

3.49/5 ★

Read Reviews (5)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.91/5 ★

Read Reviews (3)
Analytics

3.49/5 ★

Read Reviews (5)

Software Failure Risk Guidance

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for Navatar Asset Management Cloud

Top Failure Risks for Navatar Asset Management Cloud

Navatar Group News

Product

Dont Blame the AI: Why Private Equity CRMs Keep Failing To Deliver Value

Navatar highlights the challenges private equity firms face with CRM data chaos, emphasizing the need for structured data before applying AI. Their platform addresses CRM adoption issues, ensuring data is tagged and organized. This enables effective AI use for deal ranking, portfolio risk assessment, and personalized outreach, integrating seamlessly with tools like Outlook, Slack, and LinkedIn.

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Product

Navatar Adds Automated LinkedIn Data Enrichment to Its - GlobeNewswire

Navatar has launched automated LinkedIn data enrichment for its Salesforce CRM-powered intelligence engine, targeting private equity and investment banking firms. This new feature enables users to automatically update and enrich contact and company profiles with LinkedIn data, streamlining deal sourcing and relationship management. The enhancement aims to improve data accuracy, accelerate workflows, and provide deeper insights for dealmakers within the Navatar platform.

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Product

Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For - EIN News

Hedge funds use Navatar to enhance their research with sell-side intelligence.

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Product

Navatar's Latest CRM Platform For M&A Helps Investment Banks Leverage Superior Proprietary Intelligence As M&A Deal Activity Increases - The Manila Times

Navatar's new CRM platform aids investment banks in using top-notch intelligence for M&A as deal activity rises.

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Navatar Group Profile

Company Name

Navatar Group

Company Website

https://www.navatargroup.com/

HQ Location

New York, NY

Social

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